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WealthTrust Axiom’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WealthTrust Axiom’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 		$326K Hold
1,985
– – 0.07% 216
2026
Q1 		$283K Buy
1,985
+48
+2% +$7.14K 0.07% 215
2025
Q4 		$288K Hold
1,937
– – 0.07% 200
2025
Q3 		$282K Hold
1,937
– – 0.08% 204
2025
Q2 		$262K Hold
1,937
– – 0.08% 203
2025
Q1 		$236K Sell
1,937
-60
-3% -$7.73K 0.07% 215
2024
Q4 		$257K Hold
1,997
– – 0.08% 203
2024
Q3 		$251K Buy
1,997
+162
+9% +$19.6K 0.07% 207
2024
Q2 		$218K Hold
1,835
– – 0.07% 215
2024
Q1 		$212K Buy
+1,835
New +$201K 0.07% 224

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

WealthTrust Axiom's ITOT Position: Q2 2026 in Review

WealthTrust Axiom held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,985 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #216.

WealthTrust Axiom first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • WealthTrust Axiom held 1,985 shares of iShares Core S&P Total US Stock Market ETF worth $326K as of Q2 2026.
  • WealthTrust Axiom left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of WealthTrust Axiom's portfolio in Q2 2026, its #216 holding.
  • WealthTrust Axiom first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 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 WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.