FC Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

FC Advisory’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	$210K	Sell	1,281 -637	-33%	-$101K	0.06%	115
2026 Q1	$273K	Sell	1,918 -117	-6%	-$17.4K	0.08%	96
2025 Q4	$303K	Buy	2,035 +7	+0.3%	+$1.03K	0.09%	94
2025 Q3	$295K	Buy	2,028 +6	+0.3%	+$841	0.09%	95
2025 Q2	$273K	Buy	2,022 +2	+0.1%	+$250	0.08%	96
2025 Q1	$247K	Sell	2,020 -210	-9%	-$27.1K	0.08%	98
2024 Q4	$287K	Buy	2,230 +54	+2%	+$6.99K	0.1%	89
2024 Q3	$273K	Sell	2,176 -947	-30%	-$115K	0.09%	91
2024 Q2	$371K	Sell	3,123 -34	-1%	-$3.9K	0.14%	77
2024 Q1	$364K	Buy	3,157 +8	+0.3%	+$877	0.13%	79
2023 Q4	$331K	Buy	3,149 +9	+0.3%	+$882	0.13%	81
2023 Q3	$296K	Buy	3,140 +209	+7%	+$20.5K	0.12%	84
2023 Q2	$287K	Sell	2,931 -8	-0.3%	-$740	0.12%	85
2023 Q1	$266K	Buy	2,939 +11	+0.4%	+$977	0.12%	81
2022 Q4	$248K	Sell	2,928 -792	-21%	-$67.6K	0.12%	81
2022 Q3	$296K	Sell	3,720 -62	-2%	-$5.48K	0.15%	71
2022 Q2	$317K	Buy	3,782 +801	+27%	+$73K	0.15%	67
2022 Q1	$301K	Sell	2,981 -3	-0.1%	-$299	0.13%	61
2021 Q4	$319K	Buy	2,984 +244	+9%	+$25.5K	0.13%	56
2021 Q3	$270K	Sell	2,740 -75	-3%	-$7.58K	0.12%	60
2021 Q2	$278K	Buy	2,815 +16	+0.6%	+$1.54K	0.12%	60
2021 Q1	$256K	Sell	2,799 -56	-2%	-$5.02K	0.12%	60
2020 Q4	$246K	Buy	2,855 +12	+0.4%	+$972	0.12%	59
2020 Q3	$215K	Sell	2,843 -119	-4%	-$8.88K	0.12%	55
2020 Q2	$206K	Buy	+2,962	New	+$194K	0.12%	55
2020 Q1	–	Sell	-2,936	Closed	-$215K	–	55
2019 Q4	$215K	Buy	+2,936	New	+$204K	0.13%	57
2018 Q4	–	Sell	-3,075	Closed	-$205K	–	49
2018 Q3	$205K	Buy	+3,075	New	+$201K	0.13%	49
2017 Q1	–	Sell	-4,808	Closed	-$251K	–	40
2016 Q4	$251K	Buy	4,808 +25	+0.5%	+$1.25K	0.19%	31
2016 Q3	$237K	Buy	4,783 +21	+0.4%	+$1.04K	0.18%	32
2016 Q2	$227K	Buy	4,762 +24	+0.5%	+$1.13K	0.18%	31
2016 Q1	$221K	Buy	+4,738	New	+$209K	0.18%	31

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

FC Advisory's ITOT Position: Q2 2026 in Review

FC Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 33% in Q2 2026, selling an estimated $101K and leaving 1,281 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #115.

FC Advisory first reported a position in ITOT in Q1 2016 and has held it in 31 quarters since. The position peaked at $371K in Q2 2024. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

FC Advisory held 1,281 shares of iShares Core S&P Total US Stock Market ETF worth $210K as of Q2 2026.
FC Advisory sold 637 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $101K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of FC Advisory's portfolio in Q2 2026, its #115 holding.
FC Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and has held it in 31 quarters since.
FC Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $371K in Q2 2024.
349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.