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

Vistica 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	$2.11M	Sell	12,819 -1,914	-13%	-$304K	1.82%	14
2026 Q1	$2.1M	Sell	14,733 -8	-0.1%	-$1.19K	2.09%	14
2025 Q4	$2.19M	Buy	+14,741	New	+$2.18M	2.18%	14

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

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

Vistica Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $304K and leaving 12,819 shares worth $2.11M. The position accounts for 1.82% of the portfolio, ranked #14.

Vistica Wealth Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.19M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Vistica Wealth Advisors held 12,819 shares of iShares Core S&P Total US Stock Market ETF worth $2.11M as of Q2 2026.
Vistica Wealth Advisors sold 1,914 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $304K.
iShares Core S&P Total US Stock Market ETF made up 1.82% of Vistica Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Vistica Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
Vistica Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.19M in Q4 2025.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.