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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
Q2 		– Sell
-14,341
Closed -$2.04M – 125
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 $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

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

Talisman Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 14,341 shares — an estimated $2.04M sold.

Talisman Wealth Advisors first reported a position in ITOT in Q4 2022 and held it in 14 quarters. The position peaked at $2.49M in Q3 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 14,341 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.04M.
  • Talisman Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 14 quarters.
  • Talisman Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.49M in Q3 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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