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

Carter 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 		$395K Sell
2,402
-81
-3% -$12.9K 0.2% 81
2026
Q1 		$354K Buy
2,483
+6
+0.2% +$892 0.22% 76
2025
Q4 		$368K Buy
2,477
+8
+0.3% +$1.18K 0.22% 77
2025
Q3 		$360K Sell
2,469
-433
-15% -$60.7K 0.22% 74
2025
Q2 		$392K Buy
+2,902
New +$362K 0.26% 66

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Carter Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, selling an estimated $12.9K and leaving 2,402 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #81.

Carter Financial Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Carter Financial Group held 2,402 shares of iShares Core S&P Total US Stock Market ETF worth $395K as of Q2 2026.
  • Carter Financial Group sold 81 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.2% of Carter Financial Group's portfolio in Q2 2026, its #81 holding.
  • Carter Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.