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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$287K Buy
1,745
+184
+12% +$29.2K 0.04% 177
2026
Q1
$222K Buy
+1,561
New +$232K 0.03% 199

Other funds holding ITOT

Acorn Financial Advisory Services's ITOT Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,745 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #177.

Acorn Financial Advisory Services first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Acorn Financial Advisory Services held 1,745 shares of iShares Core S&P Total US Stock Market ETF worth $287K as of Q2 2026.
  • Acorn Financial Advisory Services bought 184 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $29.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #177 holding.
  • Acorn Financial Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.