WAP
ITOT icon

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

Wealthcare Advisory 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 		$7.06M Sell
42,994
-1,631
-4% -$259K 0.13% 142
2026
Q1 		$6.36M Buy
44,625
+16,375
+58% +$2.43M 0.12% 152
2025
Q4 		$4.2M Sell
28,250
-115
-0.4% -$17K 0.08% 206
2025
Q3 		$4.13M Buy
28,365
+23
+0.1% +$3.23K 0.09% 194
2025
Q2 		$3.83M Sell
28,342
-227
-0.8% -$28.3K 0.09% 189
2025
Q1 		$3.49M Buy
28,569
+5,808
+26% +$749K 0.09% 187
2024
Q4 		$2.93M Sell
22,761
-1,505
-6% -$195K 0.08% 207
2024
Q3 		$3.05M Sell
24,266
-3,006
-11% -$364K 0.09% 200
2024
Q2 		$3.24M Buy
27,272
+1,537
+6% +$176K 0.1% 161
2024
Q1 		$2.97M Buy
25,735
+59
+0.2% +$6.47K 0.1% 176
2023
Q4 		$2.7M Buy
25,676
+4,125
+19% +$404K 0.11% 158
2023
Q3 		$2.03M Sell
21,551
-2,786
-11% -$274K 0.09% 171
2023
Q2 		$2.38M Sell
24,337
-3,064
-11% -$283K 0.11% 160
2023
Q1 		$2.48M Sell
27,401
-52,253
-66% -$4.64M 0.11% 156
2022
Q4 		$6.75M Buy
79,654
+55,718
+233% +$4.76M 0.32% 58
2022
Q3 		$1.9M Buy
23,936
+16,549
+224% +$1.46M 0.11% 143
2022
Q2 		$619K Buy
7,387
+2,161
+41% +$197K 0.04% 283
2022
Q1 		$528K Buy
5,226
+89
+2% +$8.87K 0.03% 303
2021
Q4 		$550K Sell
5,137
-2,444
-32% -$255K 0.03% 304
2021
Q3 		$746K Buy
7,581
+573
+8% +$57.9K 0.05% 238
2021
Q2 		$692K Buy
7,008
+1,311
+23% +$126K 0.05% 251
2021
Q1 		$522K Buy
5,697
+32
+0.6% +$2.87K 0.04% 281
2020
Q4 		$488K Sell
5,665
-233
-4% -$18.9K 0.04% 239
2020
Q3 		$445K Buy
5,898
+64
+1% +$4.78K 0.05% 214
2020
Q2 		$405K Buy
5,834
+33
+0.6% +$2.16K 0.05% 202
2020
Q1 		$332K Sell
5,801
-83
-1% -$5.7K 0.05% 205
2019
Q4 		$428K Buy
5,884
+2,271
+63% +$158K 0.05% 188
2019
Q3 		$242K Sell
3,613
-35
-1% -$2.35K 0.04% 240
2019
Q2 		$243K Buy
3,648
+161
+5% +$10.6K 0.04% 243
2019
Q1 		$225K Buy
3,487
+1,887
+118% +$117K 0.04% 224
2018
Q4 		$91K Sell
1,600
-5,000
-76% -$307K 0.02% 323
2018
Q3 		$440K Buy
6,600
+3,858
+141% +$253K 0.08% 133
2018
Q2 		$171K Buy
2,742
+1,580
+136% +$98.2K 0.03% 237
2018
Q1 		$70K Buy
1,162
+160
+16% +$9.99K 0.02% 342
2017
Q4 		$61K Buy
1,002
+1
+0.1% +$60 0.02% 341
2017
Q3 		$58K Buy
+1,001
New +$56.5K 0.02% 286

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealthcare Advisory Partners's ITOT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q2 2026, selling an estimated $259K and leaving 42,994 shares worth $7.06M. The position accounts for 0.13% of the portfolio, ranked #142.

Wealthcare Advisory Partners first reported a position in ITOT in Q3 2017 and has held it in 36 quarters since. 561 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wealthcare Advisory Partners held 42,994 shares of iShares Core S&P Total US Stock Market ETF worth $7.06M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,631 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $259K.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #142 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.