Financial Gravity Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Financial Gravity Asset Management’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	$128K	Buy	+900	New	+$134K	0.02%	198
2025 Q1	$438K	Buy	+3,591	New	+$463K	0.1%	100

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 Gravity Asset Management's ITOT Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 900 shares worth $128K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in ITOT as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in ITOT in Q1 2025 and has held it in 2 quarters since. The position peaked at $438K in Q1 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Gravity Asset Management held 900 shares of iShares Core S&P Total US Stock Market ETF worth $128K as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Financial Gravity Asset Management position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #198 holding.
Financial Gravity Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 2 quarters since.
Financial Gravity Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $438K in Q1 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 Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.