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

Benchmark Financial Wealth 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	$19.6M	Sell	119,402 -151	-0.1%	-$24K	4.84%	5
2026 Q1	$17M	Sell	119,553 -2,723	-2%	-$405K	4.72%	5
2025 Q4	$18.2M	Sell	122,276 -2,349	-2%	-$347K	5.22%	5
2025 Q3	$18.2M	Sell	124,625 -3,995	-3%	-$560K	5.46%	5
2025 Q2	$17.4M	Sell	128,620 -2,384	-2%	-$297K	5.74%	4
2025 Q1	$16M	Sell	131,004 -51,444	-28%	-$6.63M	6.03%	4
2024 Q4	$23.5M	Sell	182,448 -1,321	-0.7%	-$171K	7.52%	4
2024 Q3	$23.1M	Sell	183,769 -5,390	-3%	-$653K	7.7%	4
2024 Q2	$22.5M	Sell	189,159 -9,075	-5%	-$1.04M	8.32%	4
2024 Q1	$22.9M	Buy	198,234 +1,401	+0.7%	+$154K	8.73%	4
2023 Q4	$20.7M	Sell	196,833 -3,180	-2%	-$312K	8.93%	4
2023 Q3	$18.8M	Buy	200,013 +1,855	+0.9%	+$182K	8.85%	5
2023 Q2	$19.4M	Buy	198,158 +2,992	+2%	+$277K	8.99%	5
2023 Q1	$17.7M	Buy	195,166 +2,070	+1%	+$184K	9.08%	4
2022 Q4	$16.4M	Sell	193,096 -16,217	-8%	-$1.38M	8.91%	2
2022 Q3	$16.6M	Sell	209,313 -4,214	-2%	-$373K	9.79%	2
2022 Q2	$17.9M	Sell	213,527 -16,494	-7%	-$1.5M	9.17%	2
2022 Q1	$23.2M	Sell	230,021 -6,344	-3%	-$633K	9.86%	2
2021 Q4	$25.3M	Buy	236,365 +20,178	+9%	+$2.11M	10.57%	2
2021 Q3	$21.3M	Buy	216,187 +9,344	+5%	+$945K	10.11%	2
2021 Q2	$20.4M	Buy	206,843 +12,750	+7%	+$1.23M	9.75%	2
2021 Q1	$17.8M	Sell	194,093 -2,176	-1%	-$195K	9.7%	2
2020 Q4	$16.9M	Buy	196,269 +9,224	+5%	+$747K	9.31%	2
2020 Q3	$14.1M	Buy	187,045 +18,930	+11%	+$1.41M	9.1%	2
2020 Q2	$11.7M	Buy	168,115 +96,428	+135%	+$6.3M	8.58%	2
2020 Q1	$4.1M	Buy	71,687 +28,760	+67%	+$1.97M	4.13%	8
2019 Q4	$3.12M	Buy	42,927 +25,413	+145%	+$1.77M	2.58%	9
2019 Q3	$1.18M	Buy	+17,514	New	+$1.17M	1.15%	12

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

Benchmark Financial Wealth Advisors's ITOT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.13% in Q2 2026, selling an estimated $24K and leaving 119,402 shares worth $19.6M. The position accounts for 4.84% of the portfolio, ranked #5.

Benchmark Financial Wealth Advisors first reported a position in ITOT in Q3 2019 and has held it in 28 quarters since. The position peaked at $25.3M in Q4 2021. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Benchmark Financial Wealth Advisors held 119,402 shares of iShares Core S&P Total US Stock Market ETF worth $19.6M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 151 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $24K.
iShares Core S&P Total US Stock Market ETF made up 4.84% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
Benchmark Financial Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $25.3M in Q4 2021.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.