Albion Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Albion Financial Group’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	$1.13M	Hold	6,885	–	–	0.07%	105
2026 Q1	$981K	Hold	6,885	–	–	0.06%	106
2025 Q4	$1.02M	Sell	6,885 -254	-4%	-$37.5K	0.06%	106
2025 Q3	$1.04M	Buy	7,139 +254	+4%	+$35.6K	0.06%	109
2025 Q2	$930K	Hold	6,885	–	–	0.06%	113
2025 Q1	$840K	Buy	6,885 +4,130	+150%	+$532K	0.06%	124
2024 Q4	$354K	Hold	2,755	–	–	0.02%	151
2024 Q3	$346K	Sell	2,755 -3,808	-58%	-$461K	0.02%	151
2024 Q2	$780K	Buy	+6,563	New	+$753K	0.06%	119

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

Albion Financial Group's ITOT Position: Q2 2026 in Review

Albion Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 6,885 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #105.

Albion Financial Group first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Albion Financial Group held 6,885 shares of iShares Core S&P Total US Stock Market ETF worth $1.13M as of Q2 2026.
Albion Financial Group 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 0.07% of Albion Financial Group's portfolio in Q2 2026, its #105 holding.
Albion Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 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 Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.