Action Point Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Action Point Financial Planning’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	$1.23M	Buy	7,470 +3,424	+85%	+$543K	0.12%	156
2026 Q1	$576K	Buy	+4,046	New	+$602K	0.51%	34

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

Action Point Financial Planning's ITOT Position: Q2 2026 in Review

Action Point Financial Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 85% in Q2 2026, buying an estimated $543K and bringing the position to 7,470 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #156.

Action Point Financial Planning first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Action Point Financial Planning held 7,470 shares of iShares Core S&P Total US Stock Market ETF worth $1.23M as of Q2 2026.
Action Point Financial Planning bought 3,424 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $543K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Action Point Financial Planning's portfolio in Q2 2026, its #156 holding.
Action Point Financial Planning 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.
1,707 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.