FLP
ITOT icon

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

Financial Life Planners’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 		$33.8K Buy
206
+1
+0.5% +$159 0.02% 146
2026
Q1 		$29.3K Buy
+205
New +$30.5K 0.02% 153
2025
Q4 		– Sell
-204
Closed -$29.8K – 181
2025
Q3 		$29.8K Buy
+204
New +$28.6K 0.02% 168
2025
Q1 		– Sell
-202
Closed -$26K – 221
2024
Q4 		$26K Buy
+202
New +$26.2K 0.02% 178

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Financial Life Planners's ITOT Position: Q2 2026 in Review

Financial Life Planners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.49% in Q2 2026, buying an estimated $159 and bringing the position to 206 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #146.

Financial Life Planners first reported a position in ITOT in Q4 2024 and has held it in 4 quarters since. 910 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Financial Life Planners held 206 shares of iShares Core S&P Total US Stock Market ETF worth $33.8K as of Q2 2026.
  • Financial Life Planners bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #146 holding.
  • Financial Life Planners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 910 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.