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

Ascent 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	$1.46M	Sell	8,882 -55	-0.6%	-$8.73K	0.04%	319
2026 Q1	$1.27M	Buy	8,937 +1,787	+25%	+$266K	0.04%	322
2025 Q4	$1.06M	Sell	7,150 -59	-0.8%	-$8.71K	0.04%	355
2025 Q3	$1.05M	Buy	7,209 +120	+2%	+$16.8K	0.04%	350
2025 Q2	$957K	Sell	7,089 -849	-11%	-$106K	0.04%	342
2025 Q1	$969K	Buy	+7,938	New	+$1.02M	0.04%	330
2022 Q3	–	Sell	-4,375	Closed	-$400K	–	486
2022 Q2	$400K	Buy	+4,375	New	+$399K	0.05%	340

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

Ascent Group's ITOT Position: Q2 2026 in Review

Ascent Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.62% in Q2 2026, selling an estimated $8.73K and leaving 8,882 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #319.

Ascent Group first reported a position in ITOT in Q2 2022 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Ascent Group held 8,882 shares of iShares Core S&P Total US Stock Market ETF worth $1.46M as of Q2 2026.
Ascent Group sold 55 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.73K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Ascent Group's portfolio in Q2 2026, its #319 holding.
Ascent Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 7 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.