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

Financial Freedom LLC’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	$502K	Hold	3,523	–	–	0.25%	64
2025 Q4	$524K	Buy	3,523 +1	+0%	+$148	0.26%	63
2025 Q3	$513K	Hold	3,522	–	–	0.26%	64
2025 Q2	$476K	Sell	3,522 -2,008	-36%	-$251K	0.26%	64
2025 Q1	$675K	Buy	5,530 +7	+0.1%	+$902	0.39%	47
2024 Q4	$710K	Buy	5,523 +8	+0.1%	+$1.04K	0.37%	47
2024 Q3	$693K	Buy	5,515 +9	+0.2%	+$1.09K	0.37%	49
2024 Q2	$654K	Sell	5,506 -467	-8%	-$53.6K	0.37%	50
2024 Q1	$689K	Buy	5,973 +7	+0.1%	+$768	0.41%	46
2023 Q4	$628K	Buy	5,966 +25	+0.4%	+$2.45K	0.4%	49
2023 Q3	$560K	Sell	5,941 -531	-8%	-$52.2K	0.4%	46
2023 Q2	$633K	Sell	6,472 -36,798	-85%	-$3.4M	0.44%	42
2023 Q1	$3.92M	Sell	43,270 -78,016	-64%	-$6.93M	2.85%	11
2022 Q4	$10.3M	Buy	+121,286	New	+$10.4M	6.91%	2

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Financial Freedom LLC's ITOT Position: Q1 2026 in Review

Financial Freedom LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 3,523 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #64.

Financial Freedom LLC first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2022. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Freedom LLC held 3,523 shares of iShares Core S&P Total US Stock Market ETF worth $502K as of Q1 2026.
Financial Freedom LLC 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 0.25% of Financial Freedom LLC's portfolio in Q1 2026, its #64 holding.
Financial Freedom LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares Core S&P Total US Stock Market ETF position peaked at $10.3M in Q4 2022.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.