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

WealthPLAN 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	$204K	Buy	+1,241	New	+$197K	0.04%	215
2026 Q1	–	Sell	-1,587	Closed	-$236K	–	235
2025 Q4	$236K	Hold	1,587	–	–	0.04%	250
2025 Q3	$231K	Buy	+1,587	New	+$223K	0.03%	236
2024 Q4	–	Sell	-5,752	Closed	-$723K	–	253
2024 Q3	$723K	Sell	5,752 -160	-3%	-$19.4K	0.1%	145
2024 Q2	$702K	Sell	5,912 -48	-0.8%	-$5.51K	0.08%	168
2024 Q1	$687K	Sell	5,960 -112	-2%	-$12.3K	0.07%	174
2023 Q4	$639K	Sell	6,072 -278	-4%	-$27.2K	0.07%	189
2023 Q3	$598K	Buy	6,350 +1,705	+37%	+$168K	0.07%	182
2023 Q2	$454K	Sell	4,645 -527	-10%	-$48.7K	0.06%	199
2023 Q1	$468K	Hold	5,172	–	–	0.05%	209
2022 Q4	$476K	Buy	+5,172	New	+$441K	0.03%	264
2022 Q1	$453K	Buy	4,935 +29	+0.6%	+$2.89K	0.03%	263
2021 Q4	$494K	Sell	4,906 -178	-4%	-$18.6K	0.03%	255
2021 Q3	$539K	Sell	5,084 -571	-10%	-$57.7K	0.04%	244
2021 Q2	$575K	Buy	5,655 +4	+0.1%	+$385	0.04%	214
2021 Q1	$541K	Buy	5,651 +106	+2%	+$9.51K	0.04%	219
2020 Q4	$498K	Sell	5,545 -590	-10%	-$47.8K	0.04%	214
2020 Q3	$492K	Sell	6,135 -656	-10%	-$49K	0.05%	199
2020 Q2	$516K	Sell	6,791 -638	-9%	-$41.7K	0.05%	184
2020 Q1	$471K	Sell	7,429 -38	-0.5%	-$2.61K	0.06%	159
2019 Q4	$568K	Sell	7,467 -981	-12%	-$68.3K	0.07%	152
2019 Q3	$590K	Buy	8,448 +281	+3%	+$18.8K	0.08%	138
2019 Q2	$542K	Buy	8,167 +3,891	+91%	+$255K	0.08%	141
2019 Q1	$278K	Buy	4,276 +704	+20%	+$43.7K	0.04%	214
2018 Q4	$227K	Sell	3,572 -78	-2%	-$4.79K	0.04%	229
2018 Q3	$220K	Buy	+3,650	New	+$239K	0.04%	225

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 Partners's ITOT Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,241 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in ITOT as recently as Q4 2025.

WealthPLAN Partners first reported a position in ITOT in Q3 2018 and has held it in 26 quarters since. The position peaked at $723K in Q3 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WealthPLAN Partners held 1,241 shares of iShares Core S&P Total US Stock Market ETF worth $204K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new WealthPLAN Partners position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #215 holding.
WealthPLAN Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 26 quarters since.
WealthPLAN Partners's iShares Core S&P Total US Stock Market ETF position peaked at $723K in Q3 2024.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.