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

Financial Gravity Companies’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 		$485K Buy
+3,588
New +$448K 0.1% 102
2024
Q4 		$462K Buy
+3,591
New +$465K 0.11% 95

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 Gravity Companies's ITOT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025: 3,588 shares worth $485K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ITOT as recently as Q4 2024.

Financial Gravity Companies first reported a position in ITOT in Q4 2024 and has held it in 2 quarters since. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Financial Gravity Companies held 3,588 shares of iShares Core S&P Total US Stock Market ETF worth $485K as of Q2 2025.
  • iShares Core S&P Total US Stock Market ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Financial Gravity Companies's portfolio in Q2 2025, its #102 holding.
  • Financial Gravity Companies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • 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 Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.