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

Evanson Financial’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	$1.03M	Buy	+6,256	New	+$993K	0.05%	139

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

Evanson Financial's ITOT Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 6,256 shares worth $1.03M. The stake represents 0.05% of the portfolio and ranks #139 among its holdings.

1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Evanson Financial held 6,256 shares of iShares Core S&P Total US Stock Market ETF worth $1.03M as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Evanson Financial position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Evanson Financial's portfolio in Q2 2026, its #139 holding.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.