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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 655 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.
655 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.