CFO4Life Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CFO4Life 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 Q1	$655K	Hold	4,600	–	–	0.1%	99
2025 Q4	$684K	Hold	4,600	–	–	0.1%	99
2025 Q3	$670K	Hold	4,600	–	–	0.1%	107
2025 Q2	$621K	Sell	4,600 -254	-5%	-$31.7K	0.1%	108
2025 Q1	$592K	Buy	4,854 +254	+6%	+$32.7K	0.1%	108
2024 Q4	$592K	Hold	4,600	–	–	0.1%	107
2024 Q3	$578K	Hold	4,600	–	–	0.1%	111
2024 Q2	$546K	Sell	4,600 -363	-7%	-$41.7K	0.1%	106
2024 Q1	$572K	Buy	4,963 +363	+8%	+$39.8K	0.1%	105
2023 Q4	$484K	Hold	4,600	–	–	0.09%	112
2023 Q3	$433K	Hold	4,600	–	–	0.1%	104
2023 Q2	$450K	Hold	4,600	–	–	0.1%	105
2023 Q1	$417K	Hold	4,600	–	–	0.09%	106
2022 Q4	$390K	Hold	4,600	–	–	0.08%	120
2022 Q3	$366K	Hold	4,600	–	–	0.1%	97
2022 Q2	$390K	Hold	4,600	–	–	0.1%	100
2022 Q1	$464K	Hold	4,600	–	–	0.1%	97
2021 Q4	$492K	Hold	4,600	–	–	0.1%	97
2021 Q3	$453K	Hold	4,600	–	–	0.11%	95
2021 Q2	$454K	Hold	4,600	–	–	0.1%	91
2021 Q1	$421K	Hold	4,600	–	–	0.1%	97
2020 Q4	$397K	Hold	4,600	–	–	0.11%	101
2020 Q3	$347K	Hold	4,600	–	–	0.12%	98
2020 Q2	$319K	Hold	4,600	–	–	0.12%	88
2020 Q1	$263K	Sell	4,600 -16,500	-78%	-$1.13M	0.14%	91
2019 Q4	$1.53M	Hold	21,100	–	–	0.65%	29
2019 Q3	$1.42M	Buy	21,100 +3,500	+20%	+$235K	0.63%	30
2019 Q2	$1.17M	Buy	17,600 +13,000	+283%	+$852K	0.54%	37
2019 Q1	$296K	Hold	4,600	–	–	0.14%	91
2018 Q4	$261K	Hold	4,600	–	–	0.11%	94
2018 Q3	$306K	Hold	4,600	–	–	0.14%	99
2018 Q2	$288K	Buy	+4,600	New	+$286K	0.12%	102

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

CFO4Life Group's ITOT Position: Q1 2026 in Review

CFO4Life Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 4,600 shares worth $655K. The position accounts for 0.1% of the portfolio, ranked #99.

CFO4Life Group first reported a position in ITOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.53M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

CFO4Life Group held 4,600 shares of iShares Core S&P Total US Stock Market ETF worth $655K as of Q1 2026.
CFO4Life Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.1% of CFO4Life Group's portfolio in Q1 2026, its #99 holding.
CFO4Life Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
CFO4Life Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.53M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.