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

WMS Group’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	$246K	Hold	1,500	–	–	0.32%	54
2026 Q1	$214K	Sell	1,500 -70	-4%	-$10.4K	0.31%	49
2025 Q4	$230K	Buy	+1,570	New	+$232K	0.29%	51

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

WMS Group's ITOT Position: Q2 2026 in Review

WMS Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,500 shares worth $246K. The position accounts for 0.32% of the portfolio, ranked #54.

WMS Group first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

WMS Group held 1,500 shares of iShares Core S&P Total US Stock Market ETF worth $246K as of Q2 2026.
WMS Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.32% of WMS Group's portfolio in Q2 2026, its #54 holding.
WMS 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.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.