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

Wetzel Investment 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 		$618K Sell
3,763
-603
-14% -$95.7K 0.21% 64
2026
Q1 		$622K Sell
4,366
-177
-4% -$26.3K 0.25% 61
2025
Q4 		$675K Sell
4,543
-157
-3% -$23.2K 0.27% 57
2025
Q3 		$685K Sell
4,700
-77
-2% -$10.8K 0.29% 55
2025
Q2 		$645K Sell
4,777
-349
-7% -$43.5K 0.3% 56
2025
Q1 		$625K Sell
5,126
-306
-6% -$39.4K 0.32% 56
2024
Q4 		$699K Sell
5,432
-92
-2% -$11.9K 0.35% 54
2024
Q3 		$694K Buy
5,524
+96
+2% +$11.6K 0.35% 52
2024
Q2 		$626K Sell
5,428
-40
-0.7% -$4.59K 0.36% 49
2024
Q1 		$600K Buy
5,468
+264
+5% +$29K 0.35% 49
2023
Q4 		$548K Buy
+5,204
New +$510K 0.34% 48

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Wetzel Investment Advisors's ITOT Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $95.7K and leaving 3,763 shares worth $618K. The position accounts for 0.21% of the portfolio, ranked #64.

Wetzel Investment Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $699K in Q4 2024. 696 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wetzel Investment Advisors held 3,763 shares of iShares Core S&P Total US Stock Market ETF worth $618K as of Q2 2026.
  • Wetzel Investment Advisors sold 603 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $95.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of Wetzel Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Wetzel Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $699K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.