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

Evernest Financial Advisors’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	$1.46M	Hold	8,872	–	–	0.3%	53
2026 Q1	$1.39M	Hold	8,872	–	–	0.29%	53
2025 Q4	$1.35M	Hold	8,872	–	–	0.28%	55
2025 Q3	$1.29M	Buy	8,872 +6,605	+291%	+$926K	0.36%	53
2025 Q2	$306K	Hold	2,267	–	–	0.1%	139
2025 Q1	$277K	Hold	2,267	–	–	0.1%	133
2024 Q4	$292K	Hold	2,267	–	–	0.08%	136
2024 Q3	$285K	Sell	2,267 -733	-24%	-$88.7K	0.08%	133
2024 Q2	$356K	Hold	3,000	–	–	0.16%	97
2024 Q1	$326K	Hold	3,000	–	–	0.15%	99
2023 Q4	$316K	Buy	+3,000	New	+$294K	0.16%	107
2021 Q4	$331K	Buy	+3,000	New	+$314K	0.17%	96

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

Evernest Financial Advisors's ITOT Position: Q2 2026 in Review

Evernest Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 8,872 shares worth $1.46M. The position accounts for 0.3% of the portfolio, ranked #53.

Evernest Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 12 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Evernest Financial Advisors held 8,872 shares of iShares Core S&P Total US Stock Market ETF worth $1.46M as of Q2 2026.
Evernest Financial Advisors 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 0.3% of Evernest Financial Advisors's portfolio in Q2 2026, its #53 holding.
Evernest Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 12 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 Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.