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

Wealth Management Partners’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	$288K	Hold	1,752	–	–	0.07%	133
2026 Q1	$250K	Hold	1,752	–	–	0.07%	134
2025 Q4	$261K	Hold	1,752	–	–	0.07%	128
2025 Q3	$255K	Hold	1,752	–	–	0.08%	124
2025 Q2	$238K	Hold	1,752	–	–	0.08%	123
2025 Q1	$214K	Hold	1,752	–	–	0.1%	110
2024 Q4	$225K	Hold	1,752	–	–	0.1%	109
2024 Q3	$220K	Hold	1,752	–	–	0.1%	103
2024 Q2	$208K	Hold	1,752	–	–	0.1%	105
2024 Q1	$202K	Buy	+1,752	New	+$192K	0.1%	116

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 Partners's ITOT Position: Q2 2026 in Review

Wealth Management Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,752 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #133.

Wealth Management Partners first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wealth Management Partners held 1,752 shares of iShares Core S&P Total US Stock Market ETF worth $288K as of Q2 2026.
Wealth Management Partners 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 0.07% of Wealth Management Partners's portfolio in Q2 2026, its #133 holding.
Wealth Management Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 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 Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.