Financial Architects (Georgia)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Financial Architects (Georgia)’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	$3.02M	Hold	18,355	–	–	1.45%	13
2026 Q1	$2.61M	Buy	18,355 +3,075	+20%	+$457K	1.38%	13
2025 Q4	$2.27M	Hold	15,280	–	–	1.22%	13
2025 Q3	$2.23M	Hold	15,280	–	–	1.27%	14
2025 Q2	$2.06M	Buy	15,280 +9,780	+178%	+$1.22M	1.25%	14
2025 Q1	$671K	Hold	5,500	–	–	0.43%	15
2024 Q4	$707K	Hold	5,500	–	–	0.45%	16
2024 Q3	$691K	Hold	5,500	–	–	0.45%	16
2024 Q2	$653K	Hold	5,500	–	–	0.44%	17
2024 Q1	$634K	Hold	5,500	–	–	0.44%	15
2023 Q4	$579K	Buy	+5,500	New	+$539K	0.46%	15

Other funds holding ITOT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Financial Architects (Georgia)'s ITOT Position: Q2 2026 in Review

Financial Architects (Georgia) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 18,355 shares worth $3.02M. The position accounts for 1.45% of the portfolio, ranked #13.

Financial Architects (Georgia) first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Architects (Georgia) held 18,355 shares of iShares Core S&P Total US Stock Market ETF worth $3.02M as of Q2 2026.
Financial Architects (Georgia) 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 1.45% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #13 holding.
Financial Architects (Georgia) 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.
1,084 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.