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

WealthSpring 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	$371K	Buy	2,259 +3	+0.1%	+$476	0.32%	46
2026 Q1	$321K	Buy	2,256 +2	+0.1%	+$297	0.29%	50
2025 Q4	$335K	Buy	+2,254	New	+$333K	0.34%	41
2023 Q3	$506K	Hold	5,368	–	–	0.38%	40
2023 Q2	$525K	Sell	5,368 -640	-11%	-$59.2K	0.38%	40
2023 Q1	$544K	Buy	6,008 +12	+0.2%	+$1.06K	0.42%	37
2022 Q4	$508K	Sell	5,996 -2,676	-31%	-$228K	0.4%	42
2022 Q3	$690K	Buy	+8,672	New	+$767K	0.61%	25

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

WealthSpring Partners's ITOT Position: Q2 2026 in Review

WealthSpring Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.13% in Q2 2026, buying an estimated $476 and bringing the position to 2,259 shares worth $371K. The position accounts for 0.32% of the portfolio, ranked #46.

WealthSpring Partners first reported a position in ITOT in Q3 2022 and has held it in 8 quarters since. The position peaked at $690K in Q3 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WealthSpring Partners held 2,259 shares of iShares Core S&P Total US Stock Market ETF worth $371K as of Q2 2026.
WealthSpring Partners bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.32% of WealthSpring Partners's portfolio in Q2 2026, its #46 holding.
WealthSpring Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's iShares Core S&P Total US Stock Market ETF position peaked at $690K in Q3 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.