VWA
ITOT icon

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

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
  • 643 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.