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

Wealth Dimensions Group’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 		$532K Buy
3,240
+1,508
+87% +$239K 0.1% 98
2026
Q1 		$247K Sell
1,732
-13
-0.7% -$1.93K 0.05% 151
2025
Q4 		$259K Sell
1,745
-335
-16% -$49.4K 0.05% 143
2025
Q3 		$303K Hold
2,080
– – 0.06% 130
2025
Q2 		$281K Sell
2,080
-11
-0.5% -$1.37K 0.06% 136
2025
Q1 		$255K Buy
+2,091
New +$270K 0.06% 139

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

Wealth Dimensions Group's ITOT Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 87% in Q2 2026, buying an estimated $239K and bringing the position to 3,240 shares worth $532K. The position accounts for 0.1% of the portfolio, ranked #98.

Wealth Dimensions Group first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wealth Dimensions Group held 3,240 shares of iShares Core S&P Total US Stock Market ETF worth $532K as of Q2 2026.
  • Wealth Dimensions Group bought 1,508 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $239K.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Wealth Dimensions Group's portfolio in Q2 2026, its #98 holding.
  • Wealth Dimensions Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.