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

Comprehensive 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	$617K	Buy	3,754 +10	+0.3%	+$1.59K	0.33%	68
2026 Q1	$533K	Buy	3,744 +9	+0.2%	+$1.34K	0.37%	66
2025 Q4	$555K	Buy	3,735 +11	+0.3%	+$1.62K	0.37%	61
2025 Q3	$542K	Buy	3,724 +11	+0.3%	+$1.54K	0.37%	59
2025 Q2	$501K	Buy	3,713 +11	+0.3%	+$1.37K	0.39%	60
2025 Q1	$452K	Buy	3,702 +11	+0.3%	+$1.42K	0.44%	55
2024 Q4	$475K	Buy	+3,691	New	+$478K	0.4%	51

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

Comprehensive Financial Planning's ITOT Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.27% in Q2 2026, buying an estimated $1.59K and bringing the position to 3,754 shares worth $617K. The position accounts for 0.33% of the portfolio, ranked #68.

Comprehensive Financial Planning first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Comprehensive Financial Planning held 3,754 shares of iShares Core S&P Total US Stock Market ETF worth $617K as of Q2 2026.
Comprehensive Financial Planning bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
iShares Core S&P Total US Stock Market ETF made up 0.33% of Comprehensive Financial Planning's portfolio in Q2 2026, its #68 holding.
Comprehensive 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.