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

TopTier 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 		– Sell
-938
Closed -$134K – 422
2026
Q1 		$134K Buy
+938
New +$139K 0.08% 150

Other funds holding ITOT

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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

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

TopTier Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 938 shares — an estimated $134K sold.

TopTier Wealth Management first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $134K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • TopTier Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 938 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $134K.
  • TopTier Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $134K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.