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

Talisman 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
Q1 		$2.04M Sell
14,341
-587
-4% -$87.3K 1.65% 14
2025
Q4 		$2.22M Sell
14,928
-901
-6% -$133K 1.73% 13
2025
Q3 		$2.31M Buy
15,829
+631
+4% +$88.5K 1.91% 14
2025
Q2 		$2.05M Buy
15,198
+484
+3% +$60.4K 1.87% 13
2025
Q1 		$1.8M Sell
14,714
-2,461
-14% -$317K 1.84% 14
2024
Q4 		$2.21M Sell
17,175
-2,708
-14% -$351K 2.34% 10
2024
Q3 		$2.49M Sell
19,883
-927
-4% -$112K 2.62% 9
2024
Q2 		$2.47M Buy
20,810
+43
+0.2% +$4.93K 2.86% 8
2024
Q1 		$2.39M Sell
20,767
-1,011
-5% -$111K 3.01% 7
2023
Q4 		$2.29M Sell
21,778
-668
-3% -$65.5K 3.4% 7
2023
Q3 		$2.11M Sell
22,446
-445
-2% -$43.7K 3.66% 4
2023
Q2 		$2.24M Sell
22,891
-1,356
-6% -$125K 3.82% 3
2023
Q1 		$2.2M Buy
24,247
+10
+0% +$888 3.97% 3
2022
Q4 		$2.06M Buy
+24,237
New +$2.07M 4.37% 2

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Talisman Wealth Advisors's ITOT Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q1 2026, selling an estimated $87.3K and leaving 14,341 shares worth $2.04M. The position accounts for 1.65% of the portfolio, ranked #14.

Talisman Wealth Advisors first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.49M in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Talisman Wealth Advisors held 14,341 shares of iShares Core S&P Total US Stock Market ETF worth $2.04M as of Q1 2026.
  • Talisman Wealth Advisors sold 587 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $87.3K.
  • iShares Core S&P Total US Stock Market ETF made up 1.65% of Talisman Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Talisman Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.49M in Q3 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.