WWM
ITOT icon

Wolff Wiese Magana’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wolff Wiese Magana’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 		$1.57M Hold
9,553
– – 0.72% 50
2026
Q1 		$1.36M Hold
9,553
– – 0.75% 47
2025
Q4 		$1.42M Sell
9,553
-5
-0.1% -$738 0.78% 43
2025
Q3 		$1.39M Sell
9,558
-278
-3% -$39K 0.79% 38
2025
Q2 		$1.33M Hold
9,836
– – 0.82% 38
2025
Q1 		$1.2M Hold
9,836
– – 0.82% 43
2024
Q4 		$1.27M Hold
9,836
– – 0.84% 42
2024
Q3 		$1.24M Sell
9,836
-90
-0.9% -$10.9K 0.85% 40
2024
Q2 		$1.18M Hold
9,926
– – 0.94% 38
2024
Q1 		$1.14M Hold
9,926
– – 0.99% 38
2023
Q4 		$1.04M Buy
9,926
+72
+0.7% +$7.06K 0.99% 38
2023
Q3 		$928K Hold
9,854
– – 0.75% 45
2023
Q2 		$964K Sell
9,854
-72
-0.7% -$6.66K 0.74% 46
2023
Q1 		$899K Hold
9,926
– – 0.73% 45
2022
Q4 		$842K Hold
9,926
– – 0.72% 46
2022
Q3 		$790K Hold
9,926
– – 0.63% 49
2022
Q2 		$832K Hold
9,926
– – 0.61% 46
2022
Q1 		$1M Hold
9,926
– – 0.67% 43
2021
Q4 		$1.06M Sell
9,926
-51
-0.5% -$5.33K 0.69% 42
2021
Q3 		$982K Buy
9,977
+9,692
+3,401% +$980K 0.69% 43
2021
Q2 		$28K Sell
285
-78
-21% -$7.5K 0.02% 352
2021
Q1 		$33K Buy
363
+78
+27% +$7K 0.03% 330
2020
Q4 		$25K Buy
+285
New +$23.1K 0.02% 348

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

Wolff Wiese Magana's ITOT Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 9,553 shares worth $1.57M. The position accounts for 0.72% of the portfolio, ranked #50.

Wolff Wiese Magana first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Wolff Wiese Magana held 9,553 shares of iShares Core S&P Total US Stock Market ETF worth $1.57M as of Q2 2026.
  • Wolff Wiese Magana 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 0.72% of Wolff Wiese Magana's portfolio in Q2 2026, its #50 holding.
  • Wolff Wiese Magana first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.