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

WealthBridge Capital Management’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	$840K	Buy	5,112 +205	+4%	+$32.5K	0.17%	97
2026 Q1	$699K	Sell	4,907 -16	-0.3%	-$2.38K	0.16%	98
2025 Q4	$732K	Buy	4,923 +6	+0.1%	+$885	0.17%	94
2025 Q3	$716K	Buy	4,917 +5	+0.1%	+$701	0.17%	94
2025 Q2	$663K	Buy	4,912 +1,202	+32%	+$150K	0.17%	96
2025 Q1	$453K	Buy	3,710 +5	+0.1%	+$644	0.13%	118
2024 Q4	$477K	Buy	3,705 +7	+0.2%	+$906	0.13%	113
2024 Q3	$465K	Buy	3,698 +6	+0.2%	+$726	0.13%	116
2024 Q2	$439K	Sell	3,692 -102	-3%	-$11.7K	0.14%	109
2024 Q1	$437K	Sell	3,794 -62	-2%	-$6.8K	0.15%	108
2023 Q4	$406K	Buy	3,856 +415	+12%	+$40.7K	0.15%	105
2023 Q3	$324K	Hold	3,441	–	–	0.13%	117
2023 Q2	$337K	Sell	3,441 -6	-0.2%	-$555	0.13%	120
2023 Q1	$312K	Buy	3,447 +6	+0.2%	+$533	0.12%	138
2022 Q4	$292K	Sell	3,441 -316	-8%	-$27K	0.12%	151
2022 Q3	$315K	Hold	3,757	–	–	0.13%	140
2022 Q2	$315K	Sell	3,757 -414	-10%	-$37.7K	0.13%	140
2022 Q1	$421K	Buy	4,171 +235	+6%	+$23.4K	0.16%	114
2021 Q4	$421K	Buy	3,936 +11	+0.3%	+$1.15K	0.16%	109
2021 Q3	$386K	Sell	3,925 -198	-5%	-$20K	0.14%	111
2021 Q2	$407K	Buy	4,123 +8	+0.2%	+$769	0.15%	108
2021 Q1	$377K	Buy	4,115 +29	+0.7%	+$2.6K	0.15%	103
2020 Q4	$352K	Buy	4,086 +6	+0.1%	+$486	0.15%	103
2020 Q3	$308K	Sell	4,080 -288	-7%	-$21.5K	0.16%	101
2020 Q2	$303K	Buy	4,368 +188	+4%	+$12.3K	0.17%	91
2020 Q1	$239K	Sell	4,180 -5,475	-57%	-$376K	0.17%	95
2019 Q4	$702K	Buy	9,655 +470	+5%	+$32.7K	0.45%	52
2019 Q3	$616K	Buy	9,185 +2,561	+39%	+$172K	0.44%	58
2019 Q2	$376K	Sell	6,624 -1,235	-16%	-$80.9K	0.34%	65
2019 Q1	$514K	Buy	7,859 +1,235	+19%	+$76.6K	0.33%	60
2018 Q4	$376K	Buy	+6,624	New	+$407K	0.29%	65

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

WealthBridge Capital Management's ITOT Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.2% in Q2 2026, buying an estimated $32.5K and bringing the position to 5,112 shares worth $840K. The position accounts for 0.17% of the portfolio, ranked #97.

WealthBridge Capital Management first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WealthBridge Capital Management held 5,112 shares of iShares Core S&P Total US Stock Market ETF worth $840K as of Q2 2026.
WealthBridge Capital Management bought 205 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.5K.
iShares Core S&P Total US Stock Market ETF made up 0.17% of WealthBridge Capital Management's portfolio in Q2 2026, its #97 holding.
WealthBridge Capital Management 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.