Financial Engines Advisors
ITOT icon

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

Financial Engines Advisors’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 		$2.94M Buy
17,923
+19
+0.1% +$3.02K 0.01% 199
2026
Q1 		$2.55M Buy
17,904
+73
+0.4% +$10.9K 0.01% 201
2025
Q4 		$2.65M Sell
17,831
-1,905
-10% -$281K 0.01% 205
2025
Q3 		$2.87M Sell
19,736
-1,501
-7% -$210K 0.01% 196
2025
Q2 		$2.87M Buy
21,237
+2,092
+11% +$261K 0.01% 183
2025
Q1 		$2.34M Sell
19,145
-395
-2% -$50.9K 0.01% 181
2024
Q4 		$2.51M Buy
19,540
+2,485
+15% +$322K 0.01% 184
2024
Q3 		$2.14M Buy
17,055
+1,048
+7% +$127K ﹤0.01% 179
2024
Q2 		$1.9M Buy
16,007
+1,102
+7% +$126K ﹤0.01% 174
2024
Q1 		$1.72M Buy
14,905
+662
+5% +$72.6K ﹤0.01% 168
2023
Q4 		$1.5M Buy
14,243
+4,164
+41% +$408K ﹤0.01% 161
2023
Q3 		$954K Buy
10,079
+1,043
+12% +$102K ﹤0.01% 169
2023
Q2 		$884K Sell
9,036
-1,651
-15% -$153K ﹤0.01% 178
2023
Q1 		$968K Sell
10,687
-791
-7% -$70.2K ﹤0.01% 181
2022
Q4 		$973K Buy
11,478
+8,351
+267% +$713K ﹤0.01% 173
2022
Q3 		$248K Sell
3,127
-1,974
-39% -$175K ﹤0.01% 258
2022
Q2 		$427K Buy
+5,101
New +$465K ﹤0.01% 216

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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 Engines Advisors's ITOT Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q2 2026, buying an estimated $3.02K and bringing the position to 17,923 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #199.

Financial Engines Advisors first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Financial Engines Advisors held 17,923 shares of iShares Core S&P Total US Stock Market ETF worth $2.94M as of Q2 2026.
  • Financial Engines Advisors bought 19 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.02K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #199 holding.
  • Financial Engines Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 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 Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.