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

Wealth Management Associates’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	$6.37M	Buy	38,772 +144	+0.4%	+$22.9K	1.76%	11
2026 Q1	$5.5M	Buy	38,628 +200	+0.5%	+$29.7K	1.9%	12
2025 Q4	$5.71M	Sell	38,428 -83	-0.2%	-$12.2K	1.99%	12
2025 Q3	$5.61M	Buy	38,511 +1,286	+3%	+$180K	1.99%	10
2025 Q2	$5.03M	Buy	37,225 +935	+3%	+$117K	1.96%	12
2025 Q1	$4.43M	Buy	36,290 +730	+2%	+$94.1K	1.9%	12
2024 Q4	$4.57M	Buy	35,560 +527	+2%	+$68.2K	1.95%	11
2024 Q3	$4.4M	Buy	35,033 +588	+2%	+$71.2K	1.94%	11
2024 Q2	$4.09M	Hold	34,445	–	–	1.92%	11
2024 Q1	$4.09M	Sell	34,445 -1,489	-4%	-$163K	1.92%	11
2023 Q4	$3.78M	Sell	35,934 -331	-0.9%	-$32.4K	2%	10
2023 Q3	$3.42M	Sell	36,265 -167	-0.5%	-$16.4K	2%	10
2023 Q2	$3.56M	Sell	36,432 -529	-1%	-$48.9K	2.02%	10
2023 Q1	$3.35M	Sell	36,961 -284	-0.8%	-$25.2K	2.07%	10
2022 Q4	$3.16M	Sell	37,245 -243	-0.6%	-$20.7K	2.1%	10
2022 Q3	$2.98M	Sell	37,488 -32	-0.1%	-$2.83K	2.1%	9
2022 Q2	$3.14M	Sell	37,520 -837	-2%	-$76.3K	2.14%	10
2022 Q1	$3.87M	Sell	38,357 -863	-2%	-$86K	2.2%	10
2021 Q4	$4.2M	Sell	39,220 -491	-1%	-$51.3K	2.26%	10
2021 Q3	$3.91M	Buy	39,711 +690	+2%	+$69.8K	2.29%	10
2021 Q2	$3.85M	Sell	39,021 -920	-2%	-$88.5K	2.19%	10
2021 Q1	$3.66M	Sell	39,941 -344	-0.9%	-$30.9K	2.32%	10
2020 Q4	$3.47M	Sell	40,285 -260	-0.6%	-$21.1K	2.28%	10
2020 Q3	$3.06M	Sell	40,545 -445	-1%	-$33.2K	2.37%	10
2020 Q2	$2.85M	Sell	40,990 -7,724	-16%	-$505K	2.4%	11
2020 Q1	$2.79M	Sell	48,714 -597	-1%	-$41K	2.82%	9
2019 Q4	$3.58M	Buy	49,311 +1,876	+4%	+$131K	2.56%	8
2019 Q3	$3.18M	Buy	47,435 +1,076	+2%	+$72.1K	2.56%	9
2019 Q2	$3.09M	Buy	46,359 +3,537	+8%	+$232K	3.08%	8
2019 Q1	$2.76M	Buy	42,822 +5,724	+15%	+$355K	3.01%	8
2018 Q4	$2.11M	Buy	+37,098	New	+$2.28M	2.84%	9

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

Wealth Management Associates's ITOT Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.37% in Q2 2026, buying an estimated $22.9K and bringing the position to 38,772 shares worth $6.37M. The position accounts for 1.76% of the portfolio, ranked #11.

Wealth Management Associates first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wealth Management Associates held 38,772 shares of iShares Core S&P Total US Stock Market ETF worth $6.37M as of Q2 2026.
Wealth Management Associates bought 144 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $22.9K.
iShares Core S&P Total US Stock Market ETF made up 1.76% of Wealth Management Associates's portfolio in Q2 2026, its #11 holding.
Wealth Management Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 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 Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.