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

Atomi 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	$7.39M	Buy	45,005 +1,897	+4%	+$301K	0.19%	106
2026 Q1	$6.14M	Buy	43,108 +20,761	+93%	+$3.09M	0.19%	100
2025 Q4	$3.32M	Buy	22,347 +7,389	+49%	+$1.09M	0.1%	162
2025 Q3	$2.18M	Sell	14,958 -2,582	-15%	-$362K	0.07%	192
2025 Q2	$2.37M	Buy	17,540 +2,300	+15%	+$287K	0.09%	160
2025 Q1	$1.86M	Sell	15,240 -642	-4%	-$82.7K	0.08%	181
2024 Q4	$2.04M	Sell	15,882 -706	-4%	-$91.4K	0.1%	144
2024 Q3	$2.08M	Buy	16,588 +4,731	+40%	+$573K	0.13%	132
2024 Q2	$1.41M	Sell	11,857 -11,940	-50%	-$1.37M	0.1%	159
2024 Q1	$2.74M	Buy	23,797 +19,797	+495%	+$2.17M	0.25%	88
2023 Q4	$421K	Buy	+4,000	New	+$392K	0.06%	317

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

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

Atomi Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.4% in Q2 2026, buying an estimated $301K and bringing the position to 45,005 shares worth $7.39M. The position accounts for 0.19% of the portfolio, ranked #106.

Atomi Financial Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Atomi Financial Group held 45,005 shares of iShares Core S&P Total US Stock Market ETF worth $7.39M as of Q2 2026.
Atomi Financial Group bought 1,897 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $301K.
iShares Core S&P Total US Stock Market ETF made up 0.19% of Atomi Financial Group's portfolio in Q2 2026, its #106 holding.
Atomi Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.