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

Wilkins Miller 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	$949K	Sell	5,777 -153	-3%	-$24.3K	0.52%	46
2026 Q1	$845K	Sell	5,930 -98	-2%	-$14.6K	0.51%	48
2025 Q4	$896K	Sell	6,028 -32	-0.5%	-$4.72K	0.53%	47
2025 Q3	$883K	Buy	6,060 +1,069	+21%	+$150K	0.55%	46
2025 Q2	$674K	Buy	4,991 +209	+4%	+$26.1K	0.46%	49
2025 Q1	$584K	Buy	4,782 +322	+7%	+$41.5K	0.44%	50
2024 Q4	$574K	Buy	+4,460	New	+$577K	0.6%	32

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

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wilkins Miller Wealth Management's ITOT Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, selling an estimated $24.3K and leaving 5,777 shares worth $949K. The position accounts for 0.52% of the portfolio, ranked #46.

Wilkins Miller Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wilkins Miller Wealth Management held 5,777 shares of iShares Core S&P Total US Stock Market ETF worth $949K as of Q2 2026.
Wilkins Miller Wealth Management sold 153 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $24.3K.
iShares Core S&P Total US Stock Market ETF made up 0.52% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #46 holding.
Wilkins Miller Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.