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

Financial Alternatives’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	$757K	Hold	4,610	–	–	0.37%	41
2026 Q1	$657K	Hold	4,610	–	–	0.35%	40
2025 Q4	$685K	Hold	4,610	–	–	0.4%	39
2025 Q3	$671K	Hold	4,610	–	–	0.41%	38
2025 Q2	$623K	Hold	4,610	–	–	0.41%	39
2025 Q1	$562K	Hold	4,610	–	–	0.4%	41
2024 Q4	$593K	Hold	4,610	–	–	0.42%	39
2024 Q3	$579K	Hold	4,610	–	–	0.41%	41
2024 Q2	$548K	Hold	4,610	–	–	0.41%	43
2024 Q1	$532K	Hold	4,610	–	–	0.41%	40
2023 Q4	$485K	Sell	4,610 -148	-3%	-$14.5K	0.41%	42
2023 Q3	$448K	Buy	4,758 +148	+3%	+$14.5K	0.42%	41
2023 Q2	$451K	Hold	4,610	–	–	0.41%	41
2023 Q1	$417K	Hold	4,610	–	–	0.4%	44
2022 Q4	$391K	Buy	+4,610	New	+$393K	0.39%	45

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

Financial Alternatives's ITOT Position: Q2 2026 in Review

Financial Alternatives held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,610 shares worth $757K. The position accounts for 0.37% of the portfolio, ranked #41.

Financial Alternatives first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Alternatives held 4,610 shares of iShares Core S&P Total US Stock Market ETF worth $757K as of Q2 2026.
Financial Alternatives 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 0.37% of Financial Alternatives's portfolio in Q2 2026, its #41 holding.
Financial Alternatives 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.