Center for Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Center for Financial Planning’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	$278K	Hold	1,690	–	–	0.03%	147
2026 Q1	$241K	Hold	1,690	–	–	0.03%	156
2025 Q4	$251K	Buy	1,690 +850	+101%	+$125K	0.03%	154
2025 Q3	$122K	Hold	840	–	–	0.01%	208
2025 Q2	$113K	Hold	840	–	–	0.01%	207
2025 Q1	$102K	Sell	840 -320	-28%	-$41.2K	0.01%	202
2024 Q4	$149K	Buy	+1,160	New	+$150K	0.02%	170

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

Center for Financial Planning's ITOT Position: Q2 2026 in Review

Center for Financial Planning held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,690 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #147.

Center for Financial Planning first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Center for Financial Planning held 1,690 shares of iShares Core S&P Total US Stock Market ETF worth $278K as of Q2 2026.
Center for Financial Planning left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #147 holding.
Center for Financial Planning 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.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.