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

Commonwealth Financial Services’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	$327K	Hold	1,989	–	–	0.04%	199
2026 Q1	$283K	Hold	1,989	–	–	0.04%	186
2025 Q4	$296K	Hold	1,989	–	–	0.05%	166
2025 Q3	$290K	Buy	1,989 +49	+3%	+$6.87K	0.05%	168
2025 Q2	$262K	Buy	1,940 +79	+4%	+$9.86K	0.05%	171
2025 Q1	$227K	Hold	1,861	–	–	0.05%	178
2024 Q4	$239K	Hold	1,861	–	–	0.05%	171
2024 Q3	$232K	Hold	1,861	–	–	0.05%	177
2024 Q2	$225K	Buy	+1,861	New	+$214K	0.05%	175

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

Commonwealth Financial Services's ITOT Position: Q2 2026 in Review

Commonwealth Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,989 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #199.

Commonwealth Financial Services first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Commonwealth Financial Services held 1,989 shares of iShares Core S&P Total US Stock Market ETF worth $327K as of Q2 2026.
Commonwealth Financial Services 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 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #199 holding.
Commonwealth Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.