TWM
ITOT icon

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

TRB 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 		$286K Sell
1,744
-1,575
-47% -$250K 0.04% 221
2026
Q1 		$473K Buy
+3,319
New +$494K 0.07% 143

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

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

TRB Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 47% in Q2 2026, selling an estimated $250K and leaving 1,744 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #221.

TRB Wealth Management first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $473K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • TRB Wealth Management held 1,744 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q2 2026.
  • TRB Wealth Management sold 1,575 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $250K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #221 holding.
  • TRB Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $473K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.