Financial Designs’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Financial Designs's ITOT Position: Q2 2026 in Review
Financial Designs reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $481K and leaving 281,221 shares worth $46.2M. The position accounts for 24.76% of the portfolio, ranked #1.
Financial Designs first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Financial Designs held 281,221 shares of iShares Core S&P Total US Stock Market ETF worth $46.2M as of Q2 2026.
- Financial Designs sold 3,028 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $481K.
- iShares Core S&P Total US Stock Market ETF made up 24.76% of Financial Designs's portfolio in Q2 2026, its #1 holding.
- Financial Designs first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.