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

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

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. 1,716 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.
1,716 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.