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Walsh & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Walsh & Associates’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 		$1.98M Buy
12,074
+20
+0.2% +$3.17K 1.62% 14
2026
Q1 		$1.72M Buy
12,054
+16
+0.1% +$2.38K 1.7% 12
2025
Q4 		$1.79M Buy
+12,038
New +$1.78M 1.76% 11

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

Walsh & Associates's ITOT Position: Q2 2026 in Review

Walsh & Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.17% in Q2 2026, buying an estimated $3.17K and bringing the position to 12,074 shares worth $1.98M. The position accounts for 1.62% of the portfolio, ranked #14.

Walsh & Associates first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Walsh & Associates held 12,074 shares of iShares Core S&P Total US Stock Market ETF worth $1.98M as of Q2 2026.
  • Walsh & Associates bought 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.17K.
  • iShares Core S&P Total US Stock Market ETF made up 1.62% of Walsh & Associates's portfolio in Q2 2026, its #14 holding.
  • Walsh & Associates 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.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.