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

Wealth Effects’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 		$2.35M Sell
14,296
-155
-1% -$24.6K 0.63% 33
2026
Q1 		$2.06M Sell
14,451
-300
-2% -$44.6K 0.73% 29
2025
Q4 		$2.19M Hold
14,751
– – 0.69% 26
2025
Q3 		$2.15M Sell
14,751
-194
-1% -$27.2K 0.69% 29
2025
Q2 		$2.02M Sell
14,945
-91
-0.6% -$11.4K 0.76% 27
2025
Q1 		$1.83M Sell
15,036
-80
-0.5% -$10.3K 0.77% 25
2024
Q4 		$1.94M Buy
15,116
+20
+0.1% +$2.59K 0.69% 29
2024
Q3 		$1.9M Sell
15,096
-655
-4% -$79.3K 0.66% 31
2024
Q2 		$1.87M Sell
15,751
-138
-0.9% -$15.8K 0.68% 29
2024
Q1 		$1.83M Sell
15,889
-200
-1% -$21.9K 0.68% 28
2023
Q4 		$1.69M Sell
16,089
-3,653
-19% -$358K 0.64% 30
2023
Q3 		$1.86M Buy
19,742
+36
+0.2% +$3.54K 0.92% 17
2023
Q2 		$1.93M Sell
19,706
-128
-0.6% -$11.8K 0.85% 16
2023
Q1 		$1.8M Sell
19,834
-90
-0.5% -$7.99K 0.92% 19
2022
Q4 		$1.69M Buy
+19,924
New +$1.7M 0.96% 21

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 Effects's ITOT Position: Q2 2026 in Review

Wealth Effects reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $24.6K and leaving 14,296 shares worth $2.35M. The position accounts for 0.63% of the portfolio, ranked #33.

Wealth Effects first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wealth Effects held 14,296 shares of iShares Core S&P Total US Stock Market ETF worth $2.35M as of Q2 2026.
  • Wealth Effects sold 155 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $24.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.63% of Wealth Effects's portfolio in Q2 2026, its #33 holding.
  • Wealth Effects 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.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.