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

Wiser 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	$204K	Buy	+1,240	New	+$197K	0.04%	74

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Wiser Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,240 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #74 among its holdings.

511 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wiser Wealth Management held 1,240 shares of iShares Core S&P Total US Stock Market ETF worth $204K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Wiser Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Wiser Wealth Management's portfolio in Q2 2026, its #74 holding.
511 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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