AF Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AF Advisors’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	$555K	Hold	3,379	–	–	0.27%	15
2026 Q1	$481K	Hold	3,379	–	–	0.27%	14
2025 Q4	$502K	Hold	3,379	–	–	0.19%	14
2025 Q3	$492K	Hold	3,379	–	–	0.2%	14
2025 Q2	$456K	Hold	3,379	–	–	0.16%	13
2025 Q1	$412K	Hold	3,379	–	–	0.08%	10
2024 Q4	$435K	Buy	3,379 +5	+0.1%	+$647	0.06%	12
2024 Q3	$424K	Hold	3,374	–	–	0.06%	10
2024 Q2	$401K	Sell	3,374 -120	-3%	-$13.8K	0.07%	10
2024 Q1	$403K	Hold	3,494	–	–	0.09%	11
2023 Q4	$368K	Hold	3,494	–	–	0.09%	10
2023 Q3	$329K	Hold	3,494	–	–	0.1%	11
2023 Q2	$342K	Hold	3,494	–	–	0.11%	12
2023 Q1	$316K	Hold	3,494	–	–	0.12%	10
2022 Q4	$278K	Hold	3,494	–	–	0.18%	10
2022 Q3	$278K	Hold	3,494	–	–	0.18%	10
2022 Q2	$293K	Buy	3,494 +1,000	+40%	+$91.1K	0.19%	11
2022 Q1	$252K	Sell	2,494 -1,000	-29%	-$99.7K	0.17%	11
2021 Q4	$374K	Hold	3,494	–	–	0.21%	13
2021 Q3	$344K	Hold	3,494	–	–	0.22%	13
2021 Q2	$345K	Sell	3,494 -20	-0.6%	-$1.92K	0.17%	14
2021 Q1	$323K	Hold	3,514	–	–	0.17%	8
2020 Q4	$302K	Sell	3,514 -40	-1%	-$3.24K	0.15%	12
2020 Q3	$268K	Hold	3,554	–	–	0.16%	13
2020 Q2	$247K	Hold	3,554	–	–	0.15%	12
2020 Q1	$203K	Hold	3,554	–	–	0.17%	14
2019 Q4	$258K	Buy	+3,554	New	+$247K	0.17%	14

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

AF Advisors's ITOT Position: Q2 2026 in Review

AF Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,379 shares worth $555K. The position accounts for 0.27% of the portfolio, ranked #15.

AF Advisors first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

AF Advisors held 3,379 shares of iShares Core S&P Total US Stock Market ETF worth $555K as of Q2 2026.
AF Advisors 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 0.27% of AF Advisors's portfolio in Q2 2026, its #15 holding.
AF Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.