Wellspring Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wellspring Financial Advisors’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	$502K	Buy	3,059 +8	+0.3%	+$1.27K	0.03%	167
2026 Q1	$435K	Buy	3,051 +6	+0.2%	+$892	0.03%	168
2025 Q4	$453K	Buy	3,045 +10	+0.3%	+$1.48K	0.04%	151
2025 Q3	$442K	Sell	3,035 -328	-10%	-$46K	0.04%	94
2025 Q2	$454K	Sell	3,363 -95	-3%	-$11.9K	0.05%	89
2025 Q1	$422K	Sell	3,458 -103	-3%	-$13.3K	0.05%	80
2024 Q4	$458K	Buy	3,561 +12	+0.3%	+$1.55K	0.05%	78
2024 Q3	$446K	Buy	3,549 +13	+0.4%	+$1.57K	0.05%	89
2024 Q2	$420K	Buy	3,536 +9	+0.3%	+$1.03K	0.06%	88
2024 Q1	$407K	Buy	3,527 +10	+0.3%	+$1.1K	0.06%	81
2023 Q4	$370K	Buy	3,517 +30	+0.9%	+$2.94K	0.09%	89
2023 Q3	$328K	Hold	3,487	–	–	0.1%	84
2023 Q2	$341K	Buy	3,487 +10	+0.3%	+$925	0.1%	78
2023 Q1	$315K	Buy	3,477 +13	+0.4%	+$1.15K	0.09%	82
2022 Q4	$294K	Buy	3,464 +15	+0.4%	+$1.28K	0.1%	84
2022 Q3	$274K	Sell	3,449 -161	-4%	-$14.2K	0.1%	67
2022 Q2	$302K	Sell	3,610 -12	-0.3%	-$1.09K	0.11%	65
2022 Q1	$366K	Buy	3,622 +11	+0.3%	+$1.1K	0.11%	64
2021 Q4	$386K	Sell	3,611 -23	-0.6%	-$2.4K	0.11%	65
2021 Q3	$358K	Buy	3,634 +13	+0.4%	+$1.31K	0.11%	63
2021 Q2	$358K	Sell	3,621 -14,768	-80%	-$1.42M	0.11%	62
2021 Q1	$1.05M	Buy	18,389 +14,453	+367%	+$1.3M	0.51%	30
2020 Q4	$339K	Sell	3,936 -3,169	-45%	-$257K	0.12%	64
2020 Q3	$536K	Sell	7,105 -164	-2%	-$12.2K	0.21%	46
2020 Q2	$505K	Sell	7,269 -11,120	-60%	-$727K	0.21%	47
2020 Q1	$1.05M	Buy	+18,389	New	+$1.26M	0.51%	30

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

Wellspring Financial Advisors's ITOT Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $1.27K and bringing the position to 3,059 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #167.

Wellspring Financial Advisors first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.05M in Q1 2021. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wellspring Financial Advisors held 3,059 shares of iShares Core S&P Total US Stock Market ETF worth $502K as of Q2 2026.
Wellspring Financial Advisors bought 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #167 holding.
Wellspring Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.05M in Q1 2021.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.