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

Valued 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	$26.6K	Hold	162	–	–	0.01%	162
2026 Q1	$23.1K	Hold	162	–	–	0.01%	163
2025 Q4	$24.1K	Hold	162	–	–	0.01%	141
2025 Q3	$23.6K	Hold	162	–	–	0.01%	134
2025 Q2	$21.9K	Sell	162 -23	-12%	-$2.87K	0.01%	138
2025 Q1	$22.6K	Buy	185 +46	+33%	+$5.93K	0.01%	145
2024 Q4	$17.9K	Buy	+139	New	+$18K	0.01%	167

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

Valued Wealth Advisors's ITOT Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 162 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #162.

Valued Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Valued Wealth Advisors held 162 shares of iShares Core S&P Total US Stock Market ETF worth $26.6K as of Q2 2026.
Valued Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Valued Wealth Advisors 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.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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