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

Traveka Wealth’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 		$2.31M Sell
14,081
-4
-0% -$635 0.77% 31
2026
Q1 		$2.01M Buy
14,085
+32
+0.2% +$4.76K 0.77% 31
2025
Q4 		$2.09M Buy
14,053
+11,639
+482% +$1.72M 0.85% 29
2025
Q3 		$352K Sell
2,414
-66
-3% -$9.26K 0.16% 102
2025
Q2 		$335K Buy
2,480
+6
+0.2% +$749 0.18% 91
2025
Q1 		$302K Buy
2,474
+89
+4% +$11.5K 0.17% 103
2024
Q4 		$307K Sell
2,385
-94
-4% -$12.2K 0.17% 93
2024
Q3 		$311K Buy
2,479
+321
+15% +$38.9K 0.16% 90
2024
Q2 		$256K Sell
2,158
-797
-27% -$91.5K 0.13% 96
2024
Q1 		$341K Buy
2,955
+268
+10% +$29.4K 0.16% 75
2023
Q4 		$283K Buy
+2,687
New +$263K 0.14% 87

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traveka Wealth's ITOT Position: Q2 2026 in Review

Traveka Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q2 2026, selling an estimated $635 and leaving 14,081 shares worth $2.31M. The position accounts for 0.77% of the portfolio, ranked #31.

Traveka Wealth first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 966 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Traveka Wealth held 14,081 shares of iShares Core S&P Total US Stock Market ETF worth $2.31M as of Q2 2026.
  • Traveka Wealth sold 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
  • iShares Core S&P Total US Stock Market ETF made up 0.77% of Traveka Wealth's portfolio in Q2 2026, its #31 holding.
  • Traveka Wealth 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.
  • 966 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.