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
2026 Q2	$148K	Buy	+900	New	+$143K	0.02%	193
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 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 Companies's ITOT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 900 shares worth $148K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ITOT as recently as Q2 2025.

Financial Gravity Companies first reported a position in ITOT in Q4 2024 and has held it in 3 quarters since. The position peaked at $485K in Q2 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Gravity Companies held 900 shares of iShares Core S&P Total US Stock Market ETF worth $148K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #193 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 3 quarters since.
Financial Gravity Companies's iShares Core S&P Total US Stock Market ETF position peaked at $485K in Q2 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.