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Fiduciary Alliance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fiduciary Alliance’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 		$1.83M Sell
11,160
-6,312
-36% -$1M 0.12% 185
2026
Q1 		$2.68M Sell
17,472
-5,819
-25% -$865K 0.16% 148
2025
Q4 		$3.46M Buy
23,291
+858
+4% +$127K 0.23% 108
2025
Q3 		$3.27M Sell
22,433
-1,422
-6% -$199K 0.22% 105
2025
Q2 		$3.22M Buy
23,855
+1,170
+5% +$146K 0.24% 100
2025
Q1 		$2.77M Buy
22,685
+280
+1% +$36.1K 0.27% 85
2024
Q4 		$2.88M Buy
22,405
+958
+4% +$124K 0.29% 81
2024
Q3 		$2.69M Buy
21,447
+607
+3% +$73.5K 0.36% 70
2024
Q2 		$2.49M Buy
20,840
+1,062
+5% +$122K 0.4% 62
2024
Q1 		$2.27M Buy
19,778
+253
+1% +$27.7K 0.4% 63
2023
Q4 		$2.05M Sell
19,525
-390
-2% -$38.2K 0.4% 56
2023
Q3 		$1.88M Buy
19,915
+88
+0.4% +$8.65K 0.43% 53
2023
Q2 		$1.94M Sell
19,827
-2,313
-10% -$214K 0.42% 54
2023
Q1 		$2M Buy
22,140
+378
+2% +$33.6K 0.5% 54
2022
Q4 		$1.85M Buy
+21,762
New +$1.86M 0.48% 56

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

Fiduciary Alliance's ITOT Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q2 2026, selling an estimated $1M and leaving 11,160 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #185.

Fiduciary Alliance first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.46M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Fiduciary Alliance held 11,160 shares of iShares Core S&P Total US Stock Market ETF worth $1.83M as of Q2 2026.
  • Fiduciary Alliance sold 6,312 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1M.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Fiduciary Alliance's portfolio in Q2 2026, its #185 holding.
  • Fiduciary Alliance 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.
  • Fiduciary Alliance's iShares Core S&P Total US Stock Market ETF position peaked at $3.46M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.