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

W Advisors LLC’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 		$473K Buy
2,878
+2
+0.1% +$317 0.22% 92
2026
Q1 		$410K Sell
2,876
-3,231
-53% -$480K 0.21% 91
2025
Q4 		$908K Buy
6,107
+195
+3% +$28.8K 0.46% 49
2025
Q3 		$861K Buy
5,912
+3
+0.1% +$421 0.45% 49
2025
Q2 		$798K Sell
5,909
-1,974
-25% -$246K 0.46% 51
2025
Q1 		$962K Buy
7,883
+2,017
+34% +$260K 0.6% 40
2024
Q4 		$754K Sell
5,866
-242
-4% -$31.3K 0.47% 49
2024
Q3 		$767K Buy
6,108
+4
+0.1% +$484 0.47% 49
2024
Q2 		$725K Sell
6,104
-1
-0% -$115 0.48% 48
2024
Q1 		$704K Buy
6,105
+3
+0% +$329 0.48% 51
2023
Q4 		$642K Buy
6,102
+5
+0.1% +$490 0.48% 52
2023
Q3 		$574K Buy
6,097
+1
+0% +$98 0.47% 54
2023
Q2 		$596K Hold
6,096
– – 0.47% 49
2023
Q1 		$552K Sell
6,096
-7,268
-54% -$645K 0.46% 54
2022
Q4 		$1.13M Sell
13,364
-3,490
-21% -$298K 0.94% 29
2022
Q3 		$1.34M Buy
16,854
+502
+3% +$44.4K 1.25% 24
2022
Q2 		$1.37M Buy
16,352
+436
+3% +$39.7K 1.19% 23
2022
Q1 		$1.61M Buy
15,916
+3,135
+25% +$313K 1.22% 26
2021
Q4 		$1.37M Buy
+12,781
New +$1.34M 1.02% 25

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

W Advisors LLC's ITOT Position: Q2 2026 in Review

W Advisors LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $317 and bringing the position to 2,878 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #92.

W Advisors LLC first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2022. 894 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • W Advisors LLC held 2,878 shares of iShares Core S&P Total US Stock Market ETF worth $473K as of Q2 2026.
  • W Advisors LLC bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
  • iShares Core S&P Total US Stock Market ETF made up 0.22% of W Advisors LLC's portfolio in Q2 2026, its #92 holding.
  • W Advisors LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares Core S&P Total US Stock Market ETF position peaked at $1.61M in Q1 2022.
  • 894 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.