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ITOT icon

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

Farnam 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
Q1 		$545K Buy
3,823
+833
+28% +$124K 0.45% 34
2025
Q4 		$445K Hold
2,990
– – 0.33% 38
2025
Q3 		$435K Hold
2,990
– – 0.34% 39
2025
Q2 		$404K Sell
2,990
-578
-16% -$72.1K 0.36% 37
2025
Q1 		$435K Buy
3,568
+740
+26% +$95.4K 0.44% 35
2024
Q4 		$364K Hold
2,828
– – 0.38% 35
2024
Q3 		$355K Buy
+2,828
New +$342K 0.39% 35

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

Farnam Financial's ITOT Position: Q1 2026 in Review

Farnam Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 28% in Q1 2026, buying an estimated $124K and bringing the position to 3,823 shares worth $545K. The position accounts for 0.45% of the portfolio, ranked #34.

Farnam Financial first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Farnam Financial held 3,823 shares of iShares Core S&P Total US Stock Market ETF worth $545K as of Q1 2026.
  • Farnam Financial bought 833 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $124K.
  • iShares Core S&P Total US Stock Market ETF made up 0.45% of Farnam Financial's portfolio in Q1 2026, its #34 holding.
  • Farnam Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.