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

Warren Street 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	$500K	Hold	3,043	–	–	0.11%	76
2026 Q1	$433K	Hold	3,043	–	–	0.11%	71
2025 Q4	$453K	Sell	3,043 -873	-22%	-$129K	0.13%	61
2025 Q3	$570K	Buy	3,916 +532	+16%	+$74.6K	0.17%	62
2025 Q2	$457K	Hold	3,384	–	–	0.15%	68
2025 Q1	$413K	Buy	3,384 +508	+18%	+$65.5K	0.16%	65
2024 Q4	$370K	Hold	2,876	–	–	0.15%	67
2024 Q3	$361K	Hold	2,876	–	–	0.15%	70
2024 Q2	$342K	Hold	2,876	–	–	0.17%	70
2024 Q1	$332K	Buy	2,876 +88	+3%	+$9.65K	0.16%	69
2023 Q4	$293K	Sell	2,788 -3	-0.1%	-$294	0.17%	69
2023 Q3	$263K	Buy	2,791 +472	+20%	+$46.4K	0.17%	68
2023 Q2	$227K	Hold	2,319	–	–	0.15%	70
2023 Q1	$210K	Sell	2,319 -67	-3%	-$5.95K	0.15%	68
2022 Q4	$203K	Buy	+2,386	New	+$204K	0.16%	64

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

Warren Street Wealth Advisors's ITOT Position: Q2 2026 in Review

Warren Street Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,043 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #76.

Warren Street Wealth Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Warren Street Wealth Advisors held 3,043 shares of iShares Core S&P Total US Stock Market ETF worth $500K as of Q2 2026.
Warren Street Wealth Advisors 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 0.11% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Warren Street Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Warren Street Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $570K in Q3 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.