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

Carbahal Olsen Financial Services 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	$465K	Sell	2,831 -61	-2%	-$9.68K	0.32%	24
2026 Q1	$412K	Buy	2,892 +48	+2%	+$7.14K	0.33%	24
2025 Q4	$423K	Sell	2,844 -104	-4%	-$15.3K	0.32%	22
2025 Q3	$429K	Hold	2,948	–	–	0.34%	19
2025 Q2	$398K	Buy	2,948 +1,159	+65%	+$145K	0.34%	17
2025 Q1	$218K	Sell	1,789 -1,159	-39%	-$149K	0.21%	33
2024 Q4	$379K	Buy	+2,948	New	+$382K	0.35%	19

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

Carbahal Olsen Financial Services Group's ITOT Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q2 2026, selling an estimated $9.68K and leaving 2,831 shares worth $465K. The position accounts for 0.32% of the portfolio, ranked #24.

Carbahal Olsen Financial Services Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Carbahal Olsen Financial Services Group held 2,831 shares of iShares Core S&P Total US Stock Market ETF worth $465K as of Q2 2026.
Carbahal Olsen Financial Services Group sold 61 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $9.68K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #24 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.