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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.7K Sell
290
-1
-0.3% -$159 0.01% 236
2026
Q1
$41.4K Sell
291
-1
-0.3% -$149 0.01% 222
2025
Q4
$43.3K Buy
+292
New +$43.1K 0.02% 177

Other funds holding ITOT

Wilkerson Advisory Group's ITOT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.34% in Q2 2026, selling an estimated $159 and leaving 290 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #236.

Wilkerson Advisory Group first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wilkerson Advisory Group held 290 shares of iShares Core S&P Total US Stock Market ETF worth $47.7K as of Q2 2026.
  • Wilkerson Advisory Group sold 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #236 holding.
  • Wilkerson Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.