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

WealthPlan Investment 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	$1.09M	Buy	6,645 +12	+0.2%	+$1.91K	0.05%	224
2026 Q1	$945K	Buy	6,633 +884	+15%	+$131K	0.05%	226
2025 Q4	$855K	Sell	5,749 -225	-4%	-$33.2K	0.05%	208
2025 Q3	$870K	Sell	5,974 -10	-0.2%	-$1.4K	0.06%	185
2025 Q2	$808K	Buy	5,984 +1,502	+34%	+$187K	0.06%	196
2025 Q1	$547K	Hold	4,482	–	–	0.05%	163
2024 Q4	$576K	Buy	+4,482	New	+$580K	0.06%	155
2023 Q3	–	Sell	-4	Closed	-$391	–	246
2023 Q2	$391	Hold	4	–	–	﹤0.01%	352
2023 Q1	$362	Sell	4 -5,168	-100%	-$459K	﹤0.01%	427
2022 Q4	$476K	Buy	5,172 +58	+1%	+$4.95K	0.03%	264
2022 Q3	$446K	Buy	+5,114	New	+$452K	0.03%	258
2022 Q1	$453K	Buy	+4,935	New	+$492K	0.03%	263

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

WealthPlan Investment Management's ITOT Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q2 2026, buying an estimated $1.91K and bringing the position to 6,645 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #224.

WealthPlan Investment Management first reported a position in ITOT in Q1 2022 and has held it in 12 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WealthPlan Investment Management held 6,645 shares of iShares Core S&P Total US Stock Market ETF worth $1.09M as of Q2 2026.
WealthPlan Investment Management bought 12 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.91K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #224 holding.
WealthPlan Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 12 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.