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

Financial Connections Group’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 Q1	$55K	Hold	392	–	–	0.02%	104
2025 Q4	$58K	Hold	392	–	–	0.02%	103
2025 Q3	$57K	Hold	392	–	–	0.02%	106
2025 Q2	$52K	Hold	392	–	–	0.02%	104
2025 Q1	$47K	Hold	392	–	–	0.02%	100
2024 Q4	$50K	Hold	392	–	–	0.02%	95
2024 Q3	$49K	Hold	392	–	–	0.02%	90
2024 Q2	$46K	Buy	+392	New	+$45K	0.02%	102
2024 Q1	–	Sell	-392	Closed	-$41K	–	210
2023 Q4	$41K	Buy	+392	New	+$38.4K	0.03%	113
2023 Q3	–	Sell	-392	Closed	-$38K	–	173
2023 Q2	$38K	Sell	392 -39	-9%	-$3.61K	0.02%	123
2023 Q1	$39K	Hold	431	–	–	0.03%	103
2022 Q4	$36K	Hold	431	–	–	0.03%	103
2022 Q3	$34K	Hold	431	–	–	0.03%	86
2022 Q2	$36K	Hold	431	–	–	0.03%	108
2022 Q1	$43K	Hold	431	–	–	0.04%	107
2021 Q4	$46K	Buy	+431	New	+$45K	0.05%	110

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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 Connections Group's ITOT Position: Q1 2026 in Review

Financial Connections Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 392 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #104.

Financial Connections Group first reported a position in ITOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $58K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Connections Group held 392 shares of iShares Core S&P Total US Stock Market ETF worth $55K as of Q1 2026.
Financial Connections Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #104 holding.
Financial Connections Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Core S&P Total US Stock Market ETF position peaked at $58K in Q4 2025.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.