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Wedmont Private Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wedmont Private Capital’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 		$7.37M Sell
44,527
-1,816
-4% -$288K 0.2% 67
2026
Q1 		$6.86M Sell
46,343
-2,008
-4% -$299K 0.22% 64
2025
Q4 		$7.29M Buy
48,351
+14,918
+45% +$2.2M 0.25% 54
2025
Q3 		$4.89M Buy
33,433
+130
+0.4% +$18.2K 0.18% 70
2025
Q2 		$4.55M Buy
33,303
+497
+2% +$62K 0.19% 69
2025
Q1 		$3.81M Buy
32,806
+1,950
+6% +$251K 0.2% 69
2024
Q4 		$3.93M Buy
30,856
+1,578
+5% +$204K 0.21% 61
2024
Q3 		$3.64M Sell
29,278
-75
-0.3% -$9.08K 0.21% 63
2024
Q2 		$3.59M Sell
29,353
-229
-0.8% -$26.3K 0.23% 64
2024
Q1 		$3.38M Buy
29,582
+833
+3% +$91.4K 0.25% 59
2023
Q4 		$3.01M Sell
28,749
-580
-2% -$56.8K 0.25% 58
2023
Q3 		$2.79M Buy
29,329
+1,052
+4% +$103K 0.28% 56
2023
Q2 		$2.81M Buy
28,277
+3,751
+15% +$347K 0.3% 53
2023
Q1 		$2.21M Buy
24,526
+4,965
+25% +$441K 0.29% 57
2022
Q4 		$1.68M Buy
19,561
+2,563
+15% +$219K 0.25% 66
2022
Q3 		$1.35M Hold
16,998
– – 0.27% 59
2022
Q2 		$1.42M Buy
16,998
+1
+0% +$91 0.31% 53
2022
Q1 		$1.74M Buy
16,997
+60
+0.4% +$5.98K 0.39% 46
2021
Q4 		$1.76M Buy
+16,937
New +$1.77M 0.54% 33

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Wedmont Private Capital's ITOT Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q2 2026, selling an estimated $288K and leaving 44,527 shares worth $7.37M. The position accounts for 0.2% of the portfolio, ranked #67.

Wedmont Private Capital first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wedmont Private Capital held 44,527 shares of iShares Core S&P Total US Stock Market ETF worth $7.37M as of Q2 2026.
  • Wedmont Private Capital sold 1,816 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $288K.
  • iShares Core S&P Total US Stock Market ETF made up 0.2% of Wedmont Private Capital's portfolio in Q2 2026, its #67 holding.
  • Wedmont Private Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.