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

VERITY 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	$684K	Hold	4,165	–	–	0.41%	43
2026 Q1	$593K	Hold	4,165	–	–	0.4%	48
2025 Q4	$619K	Hold	4,165	–	–	0.38%	50
2025 Q3	$607K	Sell	4,165 -117	-3%	-$16.4K	0.38%	45
2025 Q2	$578K	Hold	4,282	–	–	0.39%	46
2025 Q1	$522K	Sell	4,282 -130	-3%	-$16.8K	0.39%	49
2024 Q4	$567K	Sell	4,412 -206	-4%	-$26.7K	0.41%	46
2024 Q3	$580K	Sell	4,618 -243	-5%	-$29.4K	0.41%	47
2024 Q2	$577K	Hold	4,861	–	–	0.43%	45
2024 Q1	$560K	Buy	4,861 +955	+24%	+$105K	0.43%	46
2023 Q4	$411K	Hold	3,906	–	–	0.35%	50
2023 Q3	$368K	Sell	3,906 -154	-4%	-$15.1K	0.35%	52
2023 Q2	$397K	Hold	4,060	–	–	0.36%	51
2023 Q1	$368K	Hold	4,060	–	–	0.34%	56
2022 Q4	$344K	Buy	+4,060	New	+$347K	0.34%	55

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

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

VERITY Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,165 shares worth $684K. The position accounts for 0.41% of the portfolio, ranked #43.

VERITY Wealth Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

VERITY Wealth Advisors held 4,165 shares of iShares Core S&P Total US Stock Market ETF worth $684K as of Q2 2026.
VERITY 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 0.41% of VERITY Wealth Advisors's portfolio in Q2 2026, its #43 holding.
VERITY Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.