Strategies Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Strategies Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$767K	Buy	4,667 +923	+25%	+$147K	0.07%	94
2026 Q1	$533K	Sell	3,744 -125	-3%	-$18.6K	0.05%	97
2025 Q4	$575K	Sell	3,869 -30	-0.8%	-$4.43K	0.06%	86
2025 Q3	$568K	Sell	3,899 -1,594	-29%	-$224K	0.06%	97
2025 Q2	$742K	Buy	5,493 +1,171	+27%	+$146K	0.08%	72
2025 Q1	$527K	Sell	4,322 -90	-2%	-$11.6K	0.06%	90
2024 Q4	$587K	Sell	4,412 -487	-10%	-$63.1K	0.07%	72
2024 Q3	$615K	Sell	4,899 -730	-13%	-$88.4K	0.08%	57
2024 Q2	$669K	Sell	5,629 -331	-6%	-$38K	0.1%	50
2024 Q1	$687K	Sell	5,960 -138	-2%	-$15.1K	0.11%	51
2023 Q4	$642K	Sell	6,098 -387	-6%	-$37.9K	0.11%	51
2023 Q3	$611K	Sell	6,485 -905	-12%	-$88.9K	0.12%	49
2023 Q2	$723K	Sell	7,390 -109	-1%	-$10.1K	0.15%	47
2023 Q1	$679K	Buy	7,499 +678	+10%	+$60.2K	0.15%	46
2022 Q4	$578K	Buy	+6,821	New	+$582K	0.14%	48
2022 Q2	$588K	Sell	7,014 -109	-2%	-$9.93K	0.17%	52
2022 Q1	$719K	Sell	7,123 -176	-2%	-$17.5K	0.19%	46
2021 Q4	$781K	Buy	+7,299	New	+$763K	0.22%	44

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Strategies Wealth Advisors's ITOT Position: Q2 2026 in Review

Strategies Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 25% in Q2 2026, buying an estimated $147K and bringing the position to 4,667 shares worth $767K. The position accounts for 0.07% of the portfolio, ranked #94.

Strategies Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $781K in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Strategies Wealth Advisors held 4,667 shares of iShares Core S&P Total US Stock Market ETF worth $767K as of Q2 2026.
Strategies Wealth Advisors bought 923 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $147K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Strategies Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $781K in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.