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

WealthShield 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	$1.05M	Sell	6,387 -877	-12%	-$139K	0.16%	125
2026 Q1	$1.03M	Sell	7,264 -13	-0.2%	-$1.93K	0.12%	183
2025 Q4	$1.08M	Sell	7,277 -89	-1%	-$13.1K	0.12%	169
2025 Q3	$1.07M	Sell	7,366 -2,870	-28%	-$402K	0.12%	170
2025 Q2	$1.38M	Buy	10,236 +4,252	+71%	+$531K	0.17%	145
2025 Q1	$730K	Sell	5,984 -962	-14%	-$124K	0.09%	192
2024 Q4	$893K	Buy	6,946 +270	+4%	+$35K	0.13%	160
2024 Q3	$839K	Buy	6,676 +43	+0.6%	+$5.21K	0.11%	167
2024 Q2	$788K	Sell	6,633 -661	-9%	-$75.9K	0.12%	167
2024 Q1	$841K	Buy	7,294 +281	+4%	+$30.8K	0.14%	157
2023 Q4	$738K	Sell	7,013 -1,376	-16%	-$135K	0.12%	170
2023 Q3	$794K	Sell	8,389 -6,447	-43%	-$634K	0.12%	170
2023 Q2	$1.45M	Sell	14,836 -7,036	-32%	-$650K	0.22%	113
2023 Q1	$1.98M	Buy	21,872 +11,569	+112%	+$1.03M	0.32%	81
2022 Q4	$874K	Buy	10,303 +6,233	+153%	+$532K	0.17%	146
2022 Q3	$324K	Buy	4,070 +220	+6%	+$19.5K	0.06%	238
2022 Q2	$323K	Buy	3,850 +142	+4%	+$12.9K	0.06%	241
2022 Q1	$374K	Buy	3,708 +601	+19%	+$59.9K	0.06%	264
2021 Q4	$332K	Buy	3,107 +615	+25%	+$64.3K	0.06%	223
2021 Q3	$245K	Sell	2,492 -70,235	-97%	-$7.1M	0.07%	206
2021 Q2	$7.18M	Sell	72,727 -2,158	-3%	-$208K	1.13%	25
2021 Q1	$6.86M	Buy	74,885 +8,327	+13%	+$747K	1.23%	20
2020 Q4	$5.74M	Buy	66,558 +62,368	+1,488%	+$5.05M	1.06%	28
2020 Q3	$316K	Sell	4,190 -361	-8%	-$26.9K	0.11%	187
2020 Q2	$316K	Sell	4,551 -32,854	-88%	-$2.15M	0.15%	150
2020 Q1	$2.14M	Sell	37,405 -3,231	-8%	-$222K	1.31%	21
2019 Q4	$2.95M	Sell	40,636 -4,884	-11%	-$340K	1.44%	16
2019 Q3	$3.05M	Buy	45,520 +6,900	+18%	+$462K	1.62%	13
2019 Q2	$2.57M	Buy	38,620 +15,257	+65%	+$1,000K	1.49%	14
2019 Q1	$1.5M	Buy	+23,363	New	+$1.45M	0.84%	26

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

WealthShield Partners's ITOT Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, selling an estimated $139K and leaving 6,387 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #125.

WealthShield Partners first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.18M in Q2 2021. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WealthShield Partners held 6,387 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q2 2026.
WealthShield Partners sold 877 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $139K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of WealthShield Partners's portfolio in Q2 2026, its #125 holding.
WealthShield Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
WealthShield Partners's iShares Core S&P Total US Stock Market ETF position peaked at $7.18M in Q2 2021.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.