A&I Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

A&I Financial Services’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	$9.05M	Sell	55,085 -803	-1%	-$127K	3.94%	7
2026 Q1	$7.96M	Sell	55,888 -3,777	-6%	-$562K	3.77%	7
2025 Q4	$8.87M	Buy	59,665 +2,320	+4%	+$342K	4.21%	7
2025 Q3	$8.38M	Buy	57,345 +2,026	+4%	+$284K	4.09%	7
2025 Q2	$7.47M	Buy	55,319 +595	+1%	+$74.2K	4.22%	5
2025 Q1	$6.68M	Sell	54,724 -1,103	-2%	-$142K	4.52%	5
2024 Q4	$7.18M	Buy	+55,827	New	+$7.23M	7%	2
2019 Q3	$2.94M	Buy	43,780 +2,752	+7%	+$184K	4.39%	6
2019 Q2	$2.73M	Buy	41,028 +1,490	+4%	+$97.6K	4.48%	8
2019 Q1	$2.55M	Buy	39,538 +709	+2%	+$44K	4.69%	6
2018 Q4	$2.2M	Buy	+38,829	New	+$2.39M	3.72%	6
2018 Q3	–	Sell	-43,244	Closed	-$2.7M	–	19
2018 Q2	$2.7M	Buy	43,244 +492	+1%	+$30.6K	5.43%	10
2018 Q1	$2.58M	Buy	42,752 +374	+0.9%	+$23.4K	6.37%	9
2017 Q4	$2.59M	Buy	+42,378	New	+$2.53M	5.12%	9

Other funds holding ITOT

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return