FFA
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Farther Finance Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Farther Finance 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 		$22.1M Sell
134,664
-1,389
-1% -$220K 0.17% 107
2026
Q1 		$19.5M Buy
136,053
+23,927
+21% +$3.56M 0.18% 102
2025
Q4 		$16.7M Buy
112,126
+56,750
+102% +$8.38M 0.18% 100
2025
Q3 		$8.07M Buy
55,376
+11,493
+26% +$1.61M 0.12% 142
2025
Q2 		$5.93M Buy
43,883
+1,604
+4% +$200K 0.12% 164
2025
Q1 		$5.18M Buy
42,279
+3,744
+10% +$483K 0.13% 148
2024
Q4 		$4.96M Buy
38,535
+2,186
+6% +$283K 0.18% 105
2024
Q3 		$4.57M Buy
36,349
+1,238
+4% +$150K 0.17% 105
2024
Q2 		$4.18M Buy
35,111
+223
+0.6% +$25.6K 0.2% 88
2024
Q1 		$4.01M Buy
34,888
+1,030
+3% +$113K 0.24% 83
2023
Q4 		$3.56M Buy
33,858
+24,054
+245% +$2.36M 0.26% 78
2023
Q3 		$923K Buy
9,804
+4,656
+90% +$458K 0.15% 126
2023
Q2 		$504K Sell
5,148
-1,818
-26% -$168K 0.11% 159
2023
Q1 		$631K Buy
6,966
+2,811
+68% +$250K 0.18% 106
2022
Q4 		$352K Buy
+4,155
New +$355K 0.14% 146

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Farther Finance Advisors's ITOT Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q2 2026, selling an estimated $220K and leaving 134,664 shares worth $22.1M. The position accounts for 0.17% of the portfolio, ranked #107.

Farther Finance Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Farther Finance Advisors held 134,664 shares of iShares Core S&P Total US Stock Market ETF worth $22.1M as of Q2 2026.
  • Farther Finance Advisors sold 1,389 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $220K.
  • iShares Core S&P Total US Stock Market ETF made up 0.17% of Farther Finance Advisors's portfolio in Q2 2026, its #107 holding.
  • Farther Finance Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.