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

Turtle Creek Wealth 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	$9.63M	Sell	58,632 -958	-2%	-$152K	0.51%	48
2026 Q1	$8.49M	Hold	59,590	–	–	0.64%	42
2025 Q4	$8.86M	Sell	59,590 -738	-1%	-$109K	0.7%	39
2025 Q3	$8.79M	Sell	60,328 -2,937	-5%	-$412K	0.78%	36
2025 Q2	$8.54M	Sell	63,265 -770	-1%	-$96.1K	1.01%	28
2025 Q1	$7.81M	Hold	64,035	–	–	1.17%	24
2024 Q4	$8.24M	Sell	64,035 -1,114	-2%	-$144K	1.9%	15
2024 Q3	$8.18M	Sell	65,149 -334	-0.5%	-$40.4K	1.64%	12
2024 Q2	$7.78M	Sell	65,483 -618	-0.9%	-$70.9K	1.8%	12
2024 Q1	$7.62M	Sell	66,101 -1,152	-2%	-$126K	1.87%	9
2023 Q4	$7.08M	Buy	+67,253	New	+$6.59M	2.08%	8

Other funds holding ITOT

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Turtle Creek Wealth Advisors's ITOT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2026, selling an estimated $152K and leaving 58,632 shares worth $9.63M. The position accounts for 0.51% of the portfolio, ranked #48.

Turtle Creek Wealth Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,018 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Turtle Creek Wealth Advisors held 58,632 shares of iShares Core S&P Total US Stock Market ETF worth $9.63M as of Q2 2026.
Turtle Creek Wealth Advisors sold 958 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $152K.
iShares Core S&P Total US Stock Market ETF made up 0.51% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Turtle Creek Wealth Advisors 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.
1,018 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.