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

The Wealth Group’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	$2.9M	Buy	17,666 +214	+1%	+$34K	0.56%	22
2026 Q1	$2.49M	Buy	17,452 +761	+5%	+$113K	0.57%	23
2025 Q4	$2.48M	Sell	16,691 -559	-3%	-$82.5K	0.56%	23
2025 Q3	$2.51M	Sell	17,250 -367	-2%	-$51.5K	0.58%	23
2025 Q2	$2.38M	Buy	17,617 +1,112	+7%	+$139K	0.61%	22
2025 Q1	$2.01M	Buy	16,505 +46	+0.3%	+$5.93K	0.59%	20
2024 Q4	$2.12M	Sell	16,459 -1,198	-7%	-$155K	0.61%	19
2024 Q3	$2.22M	Sell	17,657 -378	-2%	-$45.8K	0.65%	19
2024 Q2	$2.14M	Sell	18,035 -23,161	-56%	-$2.66M	0.65%	19
2024 Q1	$1.98M	Buy	41,196 +23,519	+133%	+$2.58M	0.61%	20
2023 Q4	$1.92M	Buy	+17,677	New	+$1.73M	0.63%	21

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

The Wealth Group's ITOT Position: Q2 2026 in Review

The Wealth Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $34K and bringing the position to 17,666 shares worth $2.9M. The position accounts for 0.56% of the portfolio, ranked #22.

The Wealth Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

The Wealth Group held 17,666 shares of iShares Core S&P Total US Stock Market ETF worth $2.9M as of Q2 2026.
The Wealth Group bought 214 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $34K.
iShares Core S&P Total US Stock Market ETF made up 0.56% of The Wealth Group's portfolio in Q2 2026, its #22 holding.
The Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.