TWM
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Tanager Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tanager Wealth Management’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 		$181M Sell
1,100,577
-6,699
-0.6% -$1.06M 15.74% 1
2026
Q1 		$158M Buy
1,107,276
+109,337
+11% +$16.3M 15.26% 1
2025
Q4 		$148M Buy
997,939
+67,522
+7% +$9.97M 14.81% 1
2025
Q3 		$136M Buy
930,417
+113,752
+14% +$16M 14.23% 1
2025
Q2 		$110M Buy
816,665
+291,257
+55% +$36.3M 13.01% 2
2025
Q1 		$64.1M Buy
+525,408
New +$67.7M 8.34% 3

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Tanager Wealth Management's ITOT Position: Q2 2026 in Review

Tanager Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.6% in Q2 2026, selling an estimated $1.06M and leaving 1,100,577 shares worth $181M. The position accounts for 15.74% of the portfolio, ranked #1.

Tanager Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Tanager Wealth Management held 1,100,577 shares of iShares Core S&P Total US Stock Market ETF worth $181M as of Q2 2026.
  • Tanager Wealth Management sold 6,699 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Core S&P Total US Stock Market ETF made up 15.74% of Tanager Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Tanager Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.