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

Wealth Care 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 		$242K Hold
1,476
– – 0.2% 67
2026
Q1 		$210K Buy
+1,476
New +$219K 0.19% 66

Other funds holding ITOT

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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

Wealth Care LLC's ITOT Position: Q2 2026 in Review

Wealth Care LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,476 shares worth $242K. The position accounts for 0.2% of the portfolio, ranked #67.

Wealth Care LLC first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wealth Care LLC held 1,476 shares of iShares Core S&P Total US Stock Market ETF worth $242K as of Q2 2026.
  • Wealth Care LLC 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 0.2% of Wealth Care LLC's portfolio in Q2 2026, its #67 holding.
  • Wealth Care LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,707 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wealth Care LLC's 13F filing for Q2 2026, filed 15 Jul 2026.