Western Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Western Wealth Management’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	$10.5M	Buy	63,776 +14,525	+29%	+$2.31M	0.34%	55
2026 Q1	$7.01M	Buy	49,251 +13,110	+36%	+$1.95M	0.27%	69
2025 Q4	$5.37M	Buy	36,141 +77	+0.2%	+$11.4K	0.25%	74
2025 Q3	$5.25M	Sell	36,064 -7	-0%	-$982	0.28%	68
2025 Q2	$4.87M	Buy	36,071 +1,442	+4%	+$180K	0.29%	73
2025 Q1	$4.23M	Sell	34,629 -6,326	-15%	-$815K	0.28%	77
2024 Q4	$5.27M	Buy	40,955 +5,747	+16%	+$744K	0.28%	70
2024 Q3	$4.42M	Buy	35,208 +3,626	+11%	+$439K	0.25%	82
2024 Q2	$3.75M	Sell	31,582 -879	-3%	-$101K	0.28%	73
2024 Q1	$3.74M	Buy	32,461 +210	+0.7%	+$23K	0.29%	72
2023 Q4	$3.39M	Buy	32,251 +962	+3%	+$94.3K	0.24%	84
2023 Q3	$2.95M	Buy	31,289 +2,866	+10%	+$282K	0.25%	81
2023 Q2	$2.78M	Sell	28,423 -920	-3%	-$85.1K	0.24%	89
2023 Q1	$2.66M	Sell	29,343 -30	-0.1%	-$2.66K	0.25%	97
2022 Q4	$2.49M	Sell	29,373 -29,515	-50%	-$2.52M	0.25%	101
2022 Q3	$4.69M	Buy	58,888 +1,216	+2%	+$108K	0.27%	83
2022 Q2	$4.83M	Sell	57,672 -656	-1%	-$59.8K	0.28%	80
2022 Q1	$5.89M	Buy	58,328 +20,779	+55%	+$2.07M	0.29%	75
2021 Q4	$4.02M	Buy	+37,549	New	+$3.92M	0.4%	49
2021 Q2	$3.67M	Buy	37,242 +358	+1%	+$34.4K	0.38%	56
2021 Q1	$3.38M	Sell	36,884 -4,402	-11%	-$395K	0.45%	43
2020 Q4	$3.56M	Buy	41,286 +911	+2%	+$73.8K	0.52%	35
2020 Q3	$3.05M	Sell	40,375 -13,645	-25%	-$1.02M	0.5%	35
2020 Q2	$3.75M	Sell	54,020 -7,963	-13%	-$521K	0.68%	27
2020 Q1	$3.54M	Buy	61,983 +24,134	+64%	+$1.66M	0.81%	22
2019 Q4	$2.75M	Sell	37,849 -752	-2%	-$52.3K	0.42%	53
2019 Q3	$2.59M	Sell	38,601 -2	-0%	-$134	0.54%	39
2019 Q2	$2.58M	Buy	38,603 +1,363	+4%	+$89.3K	0.34%	61
2019 Q1	$2.39M	Buy	37,240 +25,617	+220%	+$1.59M	0.53%	41
2018 Q4	$660K	Buy	+11,623	New	+$714K	0.18%	142

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

Western Wealth Management's ITOT Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 29% in Q2 2026, buying an estimated $2.31M and bringing the position to 63,776 shares worth $10.5M. The position accounts for 0.34% of the portfolio, ranked #55.

Western Wealth Management first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Western Wealth Management held 63,776 shares of iShares Core S&P Total US Stock Market ETF worth $10.5M as of Q2 2026.
Western Wealth Management bought 14,525 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.31M.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Western Wealth Management's portfolio in Q2 2026, its #55 holding.
Western Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.