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

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

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. 1,719 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.
1,719 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.