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

Tradition 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	$220K	Buy	+1,340	New	+$213K	0.01%	486
2026 Q1	–	Sell	-1,385	Closed	-$206K	–	535
2025 Q4	$206K	Buy	1,385 +5	+0.4%	+$738	0.01%	460
2025 Q3	$201K	Buy	+1,380	New	+$194K	0.01%	457
2024 Q1	–	Sell	-959	Closed	-$101K	–	795
2023 Q4	$101K	Buy	959 +1	+0.1%	+$98	0.01%	472
2023 Q3	$90K	Sell	958 -305	-24%	-$30K	0.01%	467
2023 Q2	$124K	Buy	1,263 +288	+30%	+$26.6K	0.01%	409
2023 Q1	$88K	Buy	975 +18	+2%	+$1.6K	0.01%	478
2022 Q4	$81K	Buy	957 +1	+0.1%	+$85	0.01%	420
2022 Q3	$76K	Sell	956 -218	-19%	-$19.3K	0.01%	414
2022 Q2	$98K	Hold	1,174	–	–	0.01%	362
2022 Q1	$119K	Hold	1,174	–	–	0.02%	371
2021 Q4	$126K	Buy	1,174 +827	+238%	+$86.4K	0.02%	358
2021 Q3	$34K	Hold	347	–	–	﹤0.01%	612
2021 Q2	$34K	Buy	+347	New	+$33.4K	0.01%	631
2021 Q1	–	Sell	-20	Closed	-$2K	–	913
2020 Q4	$2K	Buy	+20	New	+$1.62K	﹤0.01%	943

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

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

Tradition Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,340 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in ITOT as recently as Q4 2025.

Tradition Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 15 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Tradition Wealth Management held 1,340 shares of iShares Core S&P Total US Stock Market ETF worth $220K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Tradition Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #486 holding.
Tradition Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 15 quarters since.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.