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

Twin Peaks 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 Q1	$304K	Buy	+2,134	New	+$317K	0.08%	139
2025 Q3	–	Sell	-753	Closed	-$106K	–	1144
2025 Q2	$106K	Buy	+753	New	+$94K	0.03%	230

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's ITOT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 2,134 shares worth $304K. The stake represents 0.08% of the portfolio and ranks #139 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ITOT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ITOT in Q2 2025 and has held it in 2 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Twin Peaks Wealth Advisors held 2,134 shares of iShares Core S&P Total US Stock Market ETF worth $304K as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #139 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 2 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.