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

Wealthcare 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	$13.2M	Buy	80,466 +10,713	+15%	+$1.7M	1.25%	9
2026 Q1	$9.93M	Buy	69,753 +15,193	+28%	+$2.26M	0.99%	13
2025 Q4	$8.11M	Sell	54,560 -2,171	-4%	-$320K	0.81%	15
2025 Q3	$8.26M	Sell	56,731 -4,739	-8%	-$665K	0.84%	13
2025 Q2	$8.3M	Buy	61,470 +10,393	+20%	+$1.3M	0.88%	12
2025 Q1	$6.23M	Buy	51,077 +7,279	+17%	+$938K	0.63%	15
2024 Q4	$5.63M	Sell	43,798 -8,145	-16%	-$1.05M	0.57%	15
2024 Q3	$6.53M	Sell	51,943 -7,438	-13%	-$901K	0.65%	14
2024 Q2	$7.05M	Sell	59,381 -32,318	-35%	-$3.71M	0.75%	13
2024 Q1	$10.6M	Sell	91,699 -5,223	-5%	-$573K	1.17%	8
2023 Q4	$10.2M	Buy	96,922 +10,607	+12%	+$1.04M	1.16%	5
2023 Q3	$8.13M	Sell	86,315 -6,315	-7%	-$621K	1%	8
2023 Q2	$9.06M	Sell	92,630 -5,580	-6%	-$516K	1.06%	7
2023 Q1	$8.89M	Sell	98,210 -30,663	-24%	-$2.72M	1.09%	8
2022 Q4	$10.9M	Sell	128,873 -98,017	-43%	-$8.37M	1.4%	6
2022 Q3	$18M	Buy	226,890 +130,047	+134%	+$11.5M	2.28%	5
2022 Q2	$8.11M	Sell	96,843 -9,792	-9%	-$892K	0.89%	7
2022 Q1	$10.8M	Buy	106,635 +3,206	+3%	+$320K	1.05%	7
2021 Q4	$11.1M	Buy	103,429 +2,204	+2%	+$230K	1.02%	8
2021 Q3	$9.96M	Sell	101,225 -3,330	-3%	-$337K	0.96%	8
2021 Q2	$10.3M	Sell	104,555 -3,436	-3%	-$330K	0.99%	9
2021 Q1	$9.89M	Sell	107,991 -7,155	-6%	-$642K	0.99%	7
2020 Q4	$9.93M	Buy	115,146 +1,652	+1%	+$134K	1.03%	8
2020 Q3	$8.57M	Sell	113,494 -5,412	-5%	-$404K	0.97%	8
2020 Q2	$8.26M	Buy	118,906 +31,995	+37%	+$2.09M	1.01%	8
2020 Q1	$4.97M	Sell	86,911 -82,023	-49%	-$5.63M	0.67%	9
2019 Q4	$12.3M	Sell	168,934 -11,631	-6%	-$809K	1.46%	6
2019 Q3	$12.1M	Sell	180,565 -911	-0.5%	-$61K	1.49%	6
2019 Q2	$12.1M	Sell	181,476 -2,691	-1%	-$176K	1.67%	6
2019 Q1	$11.9M	Sell	184,167 -41,252	-18%	-$2.56M	1.69%	6
2018 Q4	$12.8M	Buy	225,419 +216,351	+2,386%	+$13.3M	1.98%	6
2018 Q3	$604K	Hold	9,068	–	–	0.07%	24
2018 Q2	$567K	Sell	9,068 -3,077	-25%	-$191K	0.06%	27
2018 Q1	$734K	Buy	12,145 +9,145	+305%	+$571K	0.08%	24
2017 Q4	$183K	Hold	3,000	–	–	0.02%	48
2017 Q3	$173K	Hold	3,000	–	–	0.02%	49
2017 Q2	$166K	Hold	3,000	–	–	0.02%	51
2017 Q1	$162K	Sell	3,000 -90	-3%	-$4.8K	0.02%	52
2016 Q4	$158K	Buy	3,090 +3,000	+3,333%	+$150K	0.02%	50
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	155
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	155
2016 Q1	$4K	Sell	90 -65,770	-100%	-$2.9M	﹤0.01%	163
2015 Q4	$3.06M	Buy	+65,860	New	+$3.09M	0.38%	9

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Wealthcare Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, buying an estimated $1.7M and bringing the position to 80,466 shares worth $13.2M. The position accounts for 1.25% of the portfolio, ranked #9.

Wealthcare Capital Management first reported a position in ITOT in Q4 2015 and has held it in 43 quarters since. The position peaked at $18M in Q3 2022. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wealthcare Capital Management held 80,466 shares of iShares Core S&P Total US Stock Market ETF worth $13.2M as of Q2 2026.
Wealthcare Capital Management bought 10,713 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.7M.
iShares Core S&P Total US Stock Market ETF made up 1.25% of Wealthcare Capital Management's portfolio in Q2 2026, its #9 holding.
Wealthcare Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 43 quarters since.
Wealthcare Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $18M in Q3 2022.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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