Turn8 Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Turn8 Private 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	$317K	Sell	1,928 -976	-34%	-$155K	0.21%	44
2026 Q1	$414K	Buy	2,904 +698	+32%	+$104K	0.26%	45
2025 Q4	$328K	Buy	2,206 +9	+0.4%	+$1.33K	0.24%	41
2025 Q3	$320K	Buy	2,197 +27	+1%	+$3.79K	0.23%	41
2025 Q2	$293K	Buy	2,170 +13	+0.6%	+$1.62K	0.21%	43
2025 Q1	$263K	Hold	2,157	–	–	0.21%	47
2024 Q4	$277K	Buy	+2,157	New	+$279K	0.2%	43

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

Turn8 Private Wealth's ITOT Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 34% in Q2 2026, selling an estimated $155K and leaving 1,928 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #44.

Turn8 Private Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Turn8 Private Wealth held 1,928 shares of iShares Core S&P Total US Stock Market ETF worth $317K as of Q2 2026.
Turn8 Private Wealth sold 976 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $155K.
iShares Core S&P Total US Stock Market ETF made up 0.21% of Turn8 Private Wealth's portfolio in Q2 2026, its #44 holding.
Turn8 Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Turn8 Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $414K 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 Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.