Wealth Enhancement Advisory Services
ITOT icon

Wealth Enhancement Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealth Enhancement Advisory Services’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 		$46.2M Buy
297,958
+9,794
+3% +$1.55M 0.08% 226
2026
Q1 		$40.1M Sell
288,164
-171,377
-37% -$25.5M 0.08% 231
2025
Q4 		$69.5M Buy
459,541
+1,061
+0.2% +$157K 0.09% 206
2025
Q3 		$67.1M Sell
458,480
-13,227
-3% -$1.85M 0.1% 191
2025
Q2 		$64.5M Buy
471,707
+6,140
+1% +$766K 0.11% 186
2025
Q1 		$56.8M Sell
465,567
-747
-0.2% -$96.3K 0.11% 184
2024
Q4 		$60M Buy
466,314
+50,214
+12% +$6.5M 0.11% 172
2024
Q3 		$52.3M Sell
416,100
-22,282
-5% -$2.7M 0.11% 181
2024
Q2 		$52.1M Sell
438,382
-7,981
-2% -$916K 0.12% 169
2024
Q1 		$51.5M Sell
446,363
-8,998
-2% -$987K 0.13% 159
2023
Q4 		$47.9M Sell
455,361
-8,963
-2% -$878K 0.14% 154
2023
Q3 		$43.7M Buy
464,324
+430,268
+1,263% +$42.3M 0.14% 144
2023
Q2 		$3.33M Buy
34,056
+2,438
+8% +$225K 0.04% 157
2023
Q1 		$2.86M Buy
31,618
+5,556
+21% +$493K 0.03% 175
2022
Q4 		$2.33M Sell
26,062
-2,333
-8% -$199K 0.03% 163
2022
Q3 		$2.29M Buy
28,395
+698
+3% +$61.7K 0.03% 162
2022
Q2 		$2.39M Sell
27,697
-81
-0.3% -$7.38K 0.03% 192
2022
Q1 		$2.84M Sell
27,778
-663
-2% -$66.1K 0.04% 168
2021
Q4 		$2.85M Buy
28,441
+7
+0% +$732 0.04% 146
2021
Q3 		$2.97M Buy
28,434
+8
+0% +$809 0.04% 131
2021
Q2 		$2.83M Buy
28,426
+6
+0% +$577 0.05% 130
2021
Q1 		$2.67M Buy
28,420
+7
+0% +$628 0.05% 130
2020
Q4 		$2.48M Buy
28,413
+8
+0% +$648 0.06% 108
2020
Q3 		$2.27M Buy
28,405
+10
+0% +$746 0.06% 105
2020
Q2 		$2.09M Sell
28,395
-10,298
-27% -$673K 0.06% 115
2020
Q1 		$2.47M Buy
38,693
+14,707
+61% +$1.01M 0.09% 95
2019
Q4 		$1.74M Buy
23,986
+172
+0.7% +$12K 0.06% 122
2019
Q3 		$1.59M Buy
23,814
+5,199
+28% +$348K 0.06% 121
2019
Q2 		$1.27M Buy
+18,615
New +$1.22M 0.06% 131

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 Enhancement Advisory Services's ITOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, buying an estimated $1.55M and bringing the position to 297,958 shares worth $46.2M. The position accounts for 0.08% of the portfolio, ranked #226.

Wealth Enhancement Advisory Services first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $69.5M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 297,958 shares of iShares Core S&P Total US Stock Market ETF worth $46.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,794 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.55M.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #226 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $69.5M in Q4 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.