Voisard Asset Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Voisard Asset Management Group’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	$4.39M	Sell	26,735 -82	-0.3%	-$13K	0.83%	17
2026 Q1	$3.82M	Hold	26,817	–	–	0.81%	17
2025 Q4	$3.99M	Buy	26,817 +33	+0.1%	+$4.87K	0.86%	17
2025 Q3	$3.9M	Buy	26,784 +448	+2%	+$62.8K	0.9%	16
2025 Q2	$3.56M	Buy	26,336 +19,943	+312%	+$2.49M	0.92%	17
2025 Q1	$780K	Hold	6,393	–	–	0.23%	35
2024 Q4	$822K	Sell	6,393 -91	-1%	-$11.8K	0.27%	33
2024 Q3	$815K	Buy	6,484 +2,784	+75%	+$337K	0.34%	27
2024 Q2	$439K	Sell	3,700 -83	-2%	-$9.53K	0.21%	32
2024 Q1	$436K	Hold	3,783	–	–	0.25%	31
2023 Q4	$398K	Buy	+3,783	New	+$371K	0.24%	29

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

Voisard Asset Management Group's ITOT Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q2 2026, selling an estimated $13K and leaving 26,735 shares worth $4.39M. The position accounts for 0.83% of the portfolio, ranked #17.

Voisard Asset Management Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Voisard Asset Management Group held 26,735 shares of iShares Core S&P Total US Stock Market ETF worth $4.39M as of Q2 2026.
Voisard Asset Management Group sold 82 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $13K.
iShares Core S&P Total US Stock Market ETF made up 0.83% of Voisard Asset Management Group's portfolio in Q2 2026, its #17 holding.
Voisard Asset Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.