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

Farrow 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	$13.2M	Sell	80,562 -11,742	-13%	-$1.86M	7.06%	2
2026 Q1	$13.1M	Sell	92,304 -1,191	-1%	-$177K	7.47%	1
2025 Q4	$13.9M	Sell	93,495 -6,260	-6%	-$924K	7.99%	1
2025 Q3	$14.5M	Sell	99,755 -2,459	-2%	-$345K	8.43%	1
2025 Q2	$13.8M	Buy	102,214 +3,586	+4%	+$447K	8.37%	1
2025 Q1	$12M	Buy	98,628 +624	+0.6%	+$80.4K	8.09%	1
2024 Q4	$12.6M	Sell	98,004 -3,099	-3%	-$401K	8.21%	2
2024 Q3	$12.7M	Sell	101,103 -677	-0.7%	-$82K	8%	2
2024 Q2	$12.1M	Buy	101,780 +3,042	+3%	+$349K	8.24%	2
2024 Q1	$11.4M	Sell	98,738 -1,321	-1%	-$145K	7.98%	1
2023 Q4	$10.5M	Buy	+100,059	New	+$9.81M	7.92%	2

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

Farrow Financial's ITOT Position: Q2 2026 in Review

Farrow Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $1.86M and leaving 80,562 shares worth $13.2M. The position accounts for 7.06% of the portfolio, ranked #2.

Farrow Financial first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Farrow Financial held 80,562 shares of iShares Core S&P Total US Stock Market ETF worth $13.2M as of Q2 2026.
Farrow Financial sold 11,742 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.86M.
iShares Core S&P Total US Stock Market ETF made up 7.06% of Farrow Financial's portfolio in Q2 2026, its #2 holding.
Farrow Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Farrow Financial's iShares Core S&P Total US Stock Market ETF position peaked at $14.5M in Q3 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Farrow Financial's 13F filing for Q2 2026, filed 4 Aug 2026.