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

Yukon 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	$8.55M	Buy	52,024 +12,899	+33%	+$2.05M	2.45%	8
2026 Q1	$5.57M	Buy	39,125 +522	+1%	+$77.6K	3.33%	8
2025 Q4	$5.79M	Sell	38,603 -3,309	-8%	-$488K	3.33%	8
2025 Q3	$6.1M	Buy	41,912 +119	+0.3%	+$16.7K	2%	12
2025 Q2	$5.64M	Buy	41,793 +739	+2%	+$92.2K	2.02%	12
2025 Q1	$5.01M	Buy	+41,054	New	+$5.29M	2.08%	12

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

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

Yukon Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 33% in Q2 2026, buying an estimated $2.05M and bringing the position to 52,024 shares worth $8.55M. The position accounts for 2.45% of the portfolio, ranked #8.

Yukon Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Yukon Wealth Management held 52,024 shares of iShares Core S&P Total US Stock Market ETF worth $8.55M as of Q2 2026.
Yukon Wealth Management bought 12,899 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.05M.
iShares Core S&P Total US Stock Market ETF made up 2.45% of Yukon Wealth Management's portfolio in Q2 2026, its #8 holding.
Yukon Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.