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

Carr 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 		$3.77M Buy
22,944
+314
+1% +$49.8K 0.87% 24
2026
Q1 		$3.22M Sell
22,630
-1,717
-7% -$255K 0.85% 24
2025
Q4 		$3.62M Sell
24,347
-21
-0.1% -$3.1K 0.96% 22
2025
Q3 		$3.55M Sell
24,368
-4,847
-17% -$680K 0.97% 22
2025
Q2 		$3.95M Buy
29,215
+910
+3% +$114K 1.16% 19
2025
Q1 		$3.45M Sell
28,305
-231
-0.8% -$29.8K 1.13% 19
2024
Q4 		$3.67M Buy
28,536
+70
+0.2% +$9.06K 1.14% 18
2024
Q3 		$3.58M Buy
28,466
+4,411
+18% +$534K 1.05% 18
2024
Q2 		$2.86M Buy
24,055
+443
+2% +$50.8K 0.91% 25
2024
Q1 		$2.72M Sell
23,612
-1,940
-8% -$213K 0.91% 27
2023
Q4 		$2.69M Buy
25,552
+125
+0.5% +$12.3K 0.99% 19
2023
Q3 		$2.43M Sell
25,427
-1,552
-6% -$153K 0.96% 23
2023
Q2 		$2.64M Buy
26,979
+378
+1% +$34.9K 1.05% 19
2023
Q1 		$2.41M Buy
26,601
+3,686
+16% +$327K 1.06% 20
2022
Q4 		$1.94M Buy
+22,915
New +$1.96M 1.02% 22

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

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

Carr Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 22,944 shares worth $3.77M. The position accounts for 0.87% of the portfolio, ranked #24.

Carr Financial Group first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.95M in Q2 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Carr Financial Group held 22,944 shares of iShares Core S&P Total US Stock Market ETF worth $3.77M as of Q2 2026.
  • Carr Financial Group bought 314 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $49.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.87% of Carr Financial Group's portfolio in Q2 2026, its #24 holding.
  • Carr Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.95M in Q2 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.