TrustWell Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TrustWell Financial Advisors’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	$813K	Buy	4,949 +586	+13%	+$93K	0.69%	25
2026 Q1	$621K	Buy	4,363 +3	+0.1%	+$446	0.58%	25
2025 Q4	$648K	Buy	+4,360	New	+$643K	0.63%	24

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

TrustWell Financial Advisors's ITOT Position: Q2 2026 in Review

TrustWell Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, buying an estimated $93K and bringing the position to 4,949 shares worth $813K. The position accounts for 0.69% of the portfolio, ranked #25.

TrustWell Financial Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

TrustWell Financial Advisors held 4,949 shares of iShares Core S&P Total US Stock Market ETF worth $813K as of Q2 2026.
TrustWell Financial Advisors bought 586 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $93K.
iShares Core S&P Total US Stock Market ETF made up 0.69% of TrustWell Financial Advisors's portfolio in Q2 2026, its #25 holding.
TrustWell Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.