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

Coordinated 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
Q1 		$891K Sell
6,258
-4,054
-39% -$603K 0.51% 56
2025
Q4 		$1.53M Sell
10,312
-347
-3% -$51.2K 0.88% 24
2025
Q3 		$1.55M Buy
10,659
+1
+0% +$140 1% 21
2025
Q2 		$1.44M Sell
10,658
-67
-0.6% -$8.36K 1% 23
2025
Q1 		$1.31M Buy
10,725
+1
+0% +$129 1% 27
2024
Q4 		$1.38M Buy
+10,724
New +$1.39M 1.08% 24
2024
Q2 		$1.35M Sell
11,332
-444
-4% -$51K 1.15% 24
2024
Q1 		$1.36M Buy
+11,776
New +$1.29M 1.19% 21

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Coordinated Financial Services's ITOT Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 39% in Q1 2026, selling an estimated $603K and leaving 6,258 shares worth $891K. The position accounts for 0.51% of the portfolio, ranked #56.

Coordinated Financial Services first reported a position in ITOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Coordinated Financial Services held 6,258 shares of iShares Core S&P Total US Stock Market ETF worth $891K as of Q1 2026.
  • Coordinated Financial Services sold 4,054 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $603K.
  • iShares Core S&P Total US Stock Market ETF made up 0.51% of Coordinated Financial Services's portfolio in Q1 2026, its #56 holding.
  • Coordinated Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $1.55M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.