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

Tanglewood Legacy 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	$1.75M	Buy	10,632 +24	+0.2%	+$3.81K	0.56%	31
2026 Q1	$1.51M	Buy	10,608 +210	+2%	+$31.2K	0.55%	31
2025 Q4	$1.55M	Buy	10,398 +31	+0.3%	+$4.58K	0.58%	29
2025 Q3	$1.51M	Buy	10,367 +27	+0.3%	+$3.79K	0.58%	30
2025 Q2	$1.4M	Buy	10,340 +28	+0.3%	+$3.49K	0.57%	31
2025 Q1	$1.26M	Buy	10,312 +216	+2%	+$27.8K	0.55%	30
2024 Q4	$1.3M	Buy	10,096 +34	+0.3%	+$4.4K	0.56%	33
2024 Q3	$1.26M	Buy	10,062 +35	+0.3%	+$4.24K	0.56%	32
2024 Q2	$1.19M	Buy	10,027 +26	+0.3%	+$2.98K	0.56%	31
2024 Q1	$1.15M	Buy	10,001 +25	+0.3%	+$2.74K	0.57%	29
2023 Q4	$1.05M	Buy	9,976 +282	+3%	+$27.6K	0.57%	27
2023 Q3	$913K	Hold	9,694	–	–	0.55%	30
2023 Q2	$949K	Buy	9,694 +27	+0.3%	+$2.5K	0.55%	30
2023 Q1	$875K	Buy	9,667 +256	+3%	+$22.7K	0.56%	29
2022 Q4	$798K	Buy	+9,411	New	+$803K	0.57%	29

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

Tanglewood Legacy Advisors's ITOT Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q2 2026, buying an estimated $3.81K and bringing the position to 10,632 shares worth $1.75M. The position accounts for 0.56% of the portfolio, ranked #31.

Tanglewood Legacy Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Tanglewood Legacy Advisors held 10,632 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q2 2026.
Tanglewood Legacy Advisors bought 24 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.81K.
iShares Core S&P Total US Stock Market ETF made up 0.56% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #31 holding.
Tanglewood Legacy Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.