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

Eaton Financial Holdings’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	$269K	Buy	1,635 +5	+0.3%	+$794	0.07%	117
2026 Q1	$232K	Buy	+1,630	New	+$242K	0.08%	119
2025 Q1	–	Sell	-6,907	Closed	-$888K	–	66
2024 Q4	$888K	Sell	6,907 -543	-7%	-$70.3K	0.34%	42
2024 Q3	$936K	Buy	+7,450	New	+$902K	0.38%	40
2024 Q1	$826K	Sell	7,161 -550	-7%	-$60.3K	0.43%	38
2023 Q4	$811K	Buy	7,711 +35	+0.5%	+$3.43K	0.2%	103
2023 Q3	$723K	Sell	7,676 -5	-0.1%	-$491	0.19%	103
2023 Q2	$752K	Sell	7,681 -125	-2%	-$11.6K	0.57%	31
2023 Q1	$707K	Sell	7,806 -1,157	-13%	-$103K	0.55%	27
2022 Q4	$760K	Buy	+8,963	New	+$765K	0.65%	30

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

Eaton Financial Holdings's ITOT Position: Q2 2026 in Review

Eaton Financial Holdings increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q2 2026, buying an estimated $794 and bringing the position to 1,635 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #117.

Eaton Financial Holdings first reported a position in ITOT in Q4 2022 and has held it in 10 quarters since. The position peaked at $936K in Q3 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Eaton Financial Holdings held 1,635 shares of iShares Core S&P Total US Stock Market ETF worth $269K as of Q2 2026.
Eaton Financial Holdings bought 5 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $794.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Eaton Financial Holdings's portfolio in Q2 2026, its #117 holding.
Eaton Financial Holdings first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 10 quarters since.
Eaton Financial Holdings's iShares Core S&P Total US Stock Market ETF position peaked at $936K in Q3 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.