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Wagner Wealth Management (South Carolina)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$5.26K Hold
32
– – ﹤0.01% 245
2026
Q1 		$4.56K Hold
32
– – ﹤0.01% 241
2025
Q4 		$4.76K Buy
+32
New +$4.72K ﹤0.01% 226
2025
Q3 		– Sell
-50
Closed -$6.75K – 259
2025
Q2 		$6.75K Hold
50
– – ﹤0.01% 206
2025
Q1 		$6.1K Buy
50
+18
+56% +$2.32K ﹤0.01% 201
2024
Q4 		$4.12K Buy
+32
New +$4.14K ﹤0.01% 208

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Wagner Wealth Management (South Carolina)'s ITOT Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 32 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Wagner Wealth Management (South Carolina) first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.75K in Q2 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 32 shares of iShares Core S&P Total US Stock Market ETF worth $5.26K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) 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 Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #245 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Core S&P Total US Stock Market ETF position peaked at $6.75K in Q2 2025.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.