Triad Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Triad Wealth Partners's ITOT Position: Q2 2026 in Review
Triad Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 29% in Q2 2026, selling an estimated $128K and leaving 1,965 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #429.
Triad Wealth Partners first reported a position in ITOT in Q2 2024 and has held it in 3 quarters since. The position peaked at $395K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Triad Wealth Partners held 1,965 shares of iShares Core S&P Total US Stock Market ETF worth $326K as of Q2 2026.
- Triad Wealth Partners sold 808 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $128K.
- iShares Core S&P Total US Stock Market ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #429 holding.
- Triad Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 3 quarters since.
- Triad Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $395K 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.