Tidemark’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tidemark’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	$404K	Buy	2,458 +158	+7%	+$25.1K	0.09%	101
2026 Q1	$328K	Hold	2,300	–	–	0.08%	104
2025 Q4	$342K	Hold	2,300	–	–	0.1%	93
2025 Q3	$335K	Hold	2,300	–	–	0.1%	92
2025 Q2	$311K	Hold	2,300	–	–	0.1%	91
2025 Q1	$281K	Hold	2,300	–	–	0.1%	94
2024 Q4	$296K	Hold	2,300	–	–	0.11%	89
2024 Q3	$289K	Hold	2,300	–	–	0.12%	88
2024 Q2	$273K	Buy	+2,300	New	+$264K	0.13%	89

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

Tidemark's ITOT Position: Q2 2026 in Review

Tidemark increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,458 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #101.

Tidemark first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Tidemark held 2,458 shares of iShares Core S&P Total US Stock Market ETF worth $404K as of Q2 2026.
Tidemark bought 158 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $25.1K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Tidemark's portfolio in Q2 2026, its #101 holding.
Tidemark first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.