Wescott Financial Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wescott Financial Advisory Group’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	$1.27M	Sell	7,757 -1,166	-13%	-$185K	0.1%	91
2026 Q1	$1.27M	Sell	8,923 -480	-5%	-$71.4K	0.11%	85
2025 Q4	$1.4M	Sell	9,403 -164	-2%	-$24.2K	0.12%	81
2025 Q3	$1.39M	Sell	9,567 -778	-8%	-$109K	0.13%	76
2025 Q2	$1.4M	Sell	10,345 -917	-8%	-$114K	0.13%	77
2025 Q1	$1.37M	Buy	11,262 +450	+4%	+$58K	0.14%	70
2024 Q4	$1.39M	Sell	10,812 -720	-6%	-$93.2K	0.14%	72
2024 Q3	$1.45M	Sell	11,532 -2,733	-19%	-$331K	0.16%	70
2024 Q2	$1.69M	Buy	14,265 +180	+1%	+$20.7K	0.2%	62
2024 Q1	$1.62M	Sell	14,085 -1,468	-9%	-$161K	0.2%	57
2023 Q4	$1.64M	Buy	15,553 +120	+0.8%	+$11.8K	0.23%	55
2023 Q3	$1.45M	Sell	15,433 -1,500	-9%	-$147K	0.27%	55
2023 Q2	$1.66M	Sell	16,933 -1,056	-6%	-$97.6K	0.29%	52
2023 Q1	$1.63M	Buy	17,989 +62	+0.3%	+$5.5K	0.35%	49
2022 Q4	$1.52M	Sell	17,927 -37	-0.2%	-$3.16K	0.33%	50
2022 Q3	$1.43M	Buy	17,964 +89	+0.5%	+$7.87K	0.4%	41
2022 Q2	$1.5M	Buy	17,875 +1,785	+11%	+$163K	0.41%	40
2022 Q1	$1.62M	Buy	+16,090	New	+$1.6M	0.42%	41

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

Wescott Financial Advisory Group's ITOT Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $185K and leaving 7,757 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #91.

Wescott Financial Advisory Group first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.69M in Q2 2024. 1,715 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wescott Financial Advisory Group held 7,757 shares of iShares Core S&P Total US Stock Market ETF worth $1.27M as of Q2 2026.
Wescott Financial Advisory Group sold 1,166 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $185K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #91 holding.
Wescott Financial Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.69M in Q2 2024.
1,715 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.