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

Unique 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 		$5.65M Buy
34,382
+1,954
+6% +$310K 0.66% 37
2026
Q1 		$4.62M Buy
32,428
+11,937
+58% +$1.78M 0.64% 40
2025
Q4 		$3.05M Buy
20,491
+573
+3% +$84.6K 0.43% 48
2025
Q3 		$2.9M Buy
19,918
+1
+0% +$140 0.43% 53
2025
Q2 		$2.69M Sell
19,917
-9,282
-32% -$1.16M 0.43% 55
2025
Q1 		$3.56M Buy
+29,199
New +$3.76M 0.67% 40

Other funds holding ITOT

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Unique Wealth's ITOT Position: Q2 2026 in Review

Unique Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6% in Q2 2026, buying an estimated $310K and bringing the position to 34,382 shares worth $5.65M. The position accounts for 0.66% of the portfolio, ranked #37.

Unique Wealth first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Unique Wealth held 34,382 shares of iShares Core S&P Total US Stock Market ETF worth $5.65M as of Q2 2026.
  • Unique Wealth bought 1,954 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $310K.
  • iShares Core S&P Total US Stock Market ETF made up 0.66% of Unique Wealth's portfolio in Q2 2026, its #37 holding.
  • Unique Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.