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 Q2	$628K	Hold	3,823	–	–	0.46%	37
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 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

Farnam Financial's ITOT Position: Q2 2026 in Review

Farnam Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,823 shares worth $628K. The position accounts for 0.46% of the portfolio, ranked #37.

Farnam Financial first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Farnam Financial held 3,823 shares of iShares Core S&P Total US Stock Market ETF worth $628K as of Q2 2026.
Farnam Financial 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 0.46% of Farnam Financial's portfolio in Q2 2026, its #37 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 8 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.