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

Waverly 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	$17.9M	Buy	108,727 +763	+0.7%	+$121K	0.1%	190
2026 Q1	$15.4M	Buy	107,964 +3,838	+4%	+$571K	0.11%	176
2025 Q4	$15.5M	Buy	104,126 +2,959	+3%	+$437K	0.13%	151
2025 Q3	$14.7M	Sell	101,167 -2,990	-3%	-$419K	0.15%	137
2025 Q2	$14.1M	Buy	104,157 +8,007	+8%	+$999K	0.15%	132
2025 Q1	$11.7M	Sell	96,150 -2,758	-3%	-$355K	0.14%	157
2024 Q4	$12.7M	Buy	98,908 +7,462	+8%	+$966K	0.2%	110
2024 Q3	$11.5M	Buy	91,446 +1,216	+1%	+$147K	0.21%	104
2024 Q2	$10.7M	Sell	90,230 -2,420	-3%	-$278K	0.21%	99
2024 Q1	$10.7M	Buy	92,650 +23,987	+35%	+$2.63M	0.25%	80
2023 Q4	$7.23M	Sell	68,663 -3,200	-4%	-$314K	0.27%	62
2023 Q3	$6.77M	Sell	71,863 -796	-1%	-$78.2K	0.3%	65
2023 Q2	$7.11M	Buy	72,659 +19,003	+35%	+$1.76M	0.31%	58
2023 Q1	$4.86M	Sell	53,656 -1,291	-2%	-$115K	0.25%	65
2022 Q4	$4.66M	Buy	54,947 +35,650	+185%	+$3.04M	0.26%	60
2022 Q3	$1.53M	Buy	19,297 +2,233	+13%	+$197K	0.11%	86
2022 Q2	$1.43M	Buy	17,064 +7,972	+88%	+$726K	0.13%	68
2022 Q1	$918K	Buy	9,092 +529	+6%	+$52.7K	0.08%	81
2021 Q4	$846K	Sell	8,563 -61	-0.7%	-$6.38K	0.07%	88
2021 Q3	$917K	Sell	8,624 -1,311	-13%	-$133K	0.08%	84
2021 Q2	$1.01M	Buy	9,935 +19	+0.2%	+$1.83K	0.09%	71
2021 Q1	$946K	Sell	9,916 -399	-4%	-$35.8K	0.09%	68
2020 Q4	$944K	Buy	10,315 +219	+2%	+$17.7K	0.1%	69
2020 Q3	$748K	Buy	10,096 +42	+0.4%	+$3.13K	0.1%	69
2020 Q2	$764K	Sell	10,054 -3,244	-24%	-$212K	0.1%	68
2020 Q1	$761K	Buy	+13,298	New	+$913K	0.13%	62

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

Waverly Advisors's ITOT Position: Q2 2026 in Review

Waverly Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.71% in Q2 2026, buying an estimated $121K and bringing the position to 108,727 shares worth $17.9M. The position accounts for 0.1% of the portfolio, ranked #190.

Waverly Advisors first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Waverly Advisors held 108,727 shares of iShares Core S&P Total US Stock Market ETF worth $17.9M as of Q2 2026.
Waverly Advisors bought 763 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $121K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Waverly Advisors's portfolio in Q2 2026, its #190 holding.
Waverly Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.