Woodard & Company Asset Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Woodard & Company Asset Management 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	$7.18K	Hold	44	–	–	﹤0.01%	157
2026 Q1	$6.21K	Buy	44 +1	+2%	+$149	﹤0.01%	165
2025 Q4	$6.46K	Hold	43	–	–	﹤0.01%	163
2025 Q3	$6.31K	Hold	43	–	–	﹤0.01%	146
2025 Q2	$5.83K	Hold	43	–	–	﹤0.01%	136
2025 Q1	$5.26K	Hold	43	–	–	﹤0.01%	135
2024 Q4	$5.53K	Hold	43	–	–	﹤0.01%	120
2024 Q3	$5.38K	Hold	43	–	–	﹤0.01%	114
2024 Q2	$5.07K	Hold	43	–	–	﹤0.01%	115
2024 Q1	$4.9K	Buy	43 +1	+2%	+$110	﹤0.01%	103
2023 Q4	$4.46K	Hold	42	–	–	﹤0.01%	99
2023 Q3	$3.96K	Hold	42	–	–	﹤0.01%	89
2023 Q2	$4.11K	Hold	42	–	–	﹤0.01%	95
2023 Q1	$3.79K	Hold	42	–	–	﹤0.01%	95
2022 Q4	$3.54K	Hold	42	–	–	﹤0.01%	97
2022 Q3	$3K	Sell	42 -40	-49%	-$3.54K	﹤0.01%	97
2022 Q2	$7K	Buy	82 +41	+100%	+$3.73K	﹤0.01%	104
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	113
2021 Q4	$4K	Buy	+41	New	+$4.29K	﹤0.01%	97
2020 Q3	–	Sell	-370	Closed	-$26K	–	93
2020 Q2	$26K	Buy	+370	New	+$24.2K	0.02%	83

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

Woodard & Company Asset Management Group's ITOT Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 44 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Woodard & Company Asset Management Group first reported a position in ITOT in Q2 2020 and has held it in 20 quarters since. The position peaked at $26K in Q2 2020. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Woodard & Company Asset Management Group held 44 shares of iShares Core S&P Total US Stock Market ETF worth $7.18K as of Q2 2026.
Woodard & Company Asset Management 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 ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #157 holding.
Woodard & Company Asset Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 20 quarters since.
Woodard & Company Asset Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $26K in Q2 2020.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.