Client 1st Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Client 1st Advisory 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	$933K	Hold	5,680	–	–	0.24%	53
2026 Q1	$809K	Hold	5,680	–	–	0.25%	51
2025 Q4	$845K	Hold	5,680	–	–	0.26%	48
2025 Q3	$827K	Hold	5,680	–	–	0.27%	45
2025 Q2	$767K	Hold	5,680	–	–	0.28%	44
2025 Q1	$693K	Hold	5,680	–	–	0.27%	50
2024 Q4	$731K	Buy	+5,680	New	+$735K	0.28%	45

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Client 1st Advisory Group's ITOT Position: Q2 2026 in Review

Client 1st Advisory Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,680 shares worth $933K. The position accounts for 0.24% of the portfolio, ranked #53.

Client 1st Advisory Group first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Client 1st Advisory Group held 5,680 shares of iShares Core S&P Total US Stock Market ETF worth $933K as of Q2 2026.
Client 1st Advisory Group 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 0.24% of Client 1st Advisory Group's portfolio in Q2 2026, its #53 holding.
Client 1st Advisory 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.
425 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.