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

Financial Counselors Inc’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
2025
Q2 		– Sell
-9,236
Closed -$1.13M – 268
2025
Q1 		$1.13M Buy
9,236
+241
+3% +$31.1K 0.02% 324
2024
Q4 		$1.16M Sell
8,995
-1,531
-15% -$198K 0.02% 317
2024
Q3 		$1.32M Buy
10,526
+1,660
+19% +$201K 0.02% 309
2024
Q2 		$1.05M Buy
8,866
+2,379
+37% +$273K 0.02% 321
2024
Q1 		$748K Buy
6,487
+423
+7% +$46.4K 0.01% 360
2023
Q4 		$638K Buy
6,064
+430
+8% +$42.1K 0.01% 370
2023
Q3 		$531K Hold
5,634
– – 0.01% 384
2023
Q2 		$551K Buy
5,634
+794
+16% +$73.4K 0.01% 353
2023
Q1 		$438K Hold
4,840
– – 0.01% 376
2022
Q4 		$410K Buy
4,840
+25
+0.5% +$2.13K 0.01% 388
2022
Q3 		$383K Sell
4,815
-90
-2% -$7.96K 0.01% 376
2022
Q2 		$411K Hold
4,905
– – 0.01% 375
2022
Q1 		$495K Hold
4,905
– – 0.01% 361
2021
Q4 		$525K Hold
4,905
– – 0.01% 359
2021
Q3 		$483K Buy
4,905
+209
+4% +$21.1K 0.01% 378
2021
Q2 		$464K Buy
4,696
+6
+0.1% +$577 0.01% 382
2021
Q1 		$430K Buy
4,690
+1,025
+28% +$91.9K 0.01% 382
2020
Q4 		$316K Hold
3,665
– – 0.01% 423
2020
Q3 		$277K Buy
+3,665
New +$273K 0.01% 413
2020
Q2 		– Sell
-9,255
Closed -$529K – 531
2020
Q1 		$529K Sell
9,255
-1,530
-14% -$105K 0.02% 305
2019
Q4 		$784K Sell
10,785
-390
-3% -$27.1K 0.03% 300
2019
Q3 		$750K Sell
11,175
-140
-1% -$9.38K 0.03% 298
2019
Q2 		$754K Buy
11,315
+1,500
+15% +$98.3K 0.03% 298
2019
Q1 		$632K Sell
9,815
-16
-0.2% -$992 0.03% 311
2018
Q4 		$558K Buy
+9,831
New +$604K 0.03% 310

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Counselors Inc's ITOT Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 9,236 shares — an estimated $1.13M sold.

Financial Counselors Inc first reported a position in ITOT in Q4 2018 and held it in 25 quarters. The position peaked at $1.32M in Q3 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 9,236 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $1.13M.
  • Financial Counselors Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 25 quarters.
  • Financial Counselors Inc's iShares Core S&P Total US Stock Market ETF position peaked at $1.32M in Q3 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.