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

Total Wealth Planning & 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 		$207K Buy
+1,261
New +$200K 0.14% 203

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Total Wealth Planning & Management's ITOT Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,261 shares worth $207K. The stake represents 0.14% of the portfolio and ranks #203 among its holdings.

1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Total Wealth Planning & Management held 1,261 shares of iShares Core S&P Total US Stock Market ETF worth $207K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Total Wealth Planning & Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Total Wealth Planning & Management's portfolio in Q2 2026, its #203 holding.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.