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

Financial Management Network’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 		$310K Buy
2,081
+7
+0.3% +$1.04K 0.05% 160
2025
Q4 		$309K Buy
2,074
+61
+3% +$9K 0.05% 149
2025
Q3 		$296K Sell
2,013
-16
-0.8% -$2.24K 0.05% 150
2025
Q2 		$278K Sell
2,029
-873
-30% -$109K 0.05% 150
2025
Q1 		$319K Buy
2,902
+39
+1% +$5.03K 0.07% 125
2024
Q4 		$372K Sell
2,863
-337
-11% -$43.6K 0.08% 121
2024
Q3 		$401K Sell
3,200
-36
-1% -$4.36K 0.08% 124
2024
Q2 		$391K Sell
3,236
-444
-12% -$51K 0.09% 114
2024
Q1 		$416K Buy
3,680
+42
+1% +$4.61K 0.1% 109
2023
Q4 		$376K Sell
3,638
-16
-0.4% -$1.57K 0.11% 104
2023
Q3 		$341K Buy
3,654
+72
+2% +$7.08K 0.11% 110
2023
Q2 		$351K Buy
+3,582
New +$331K 0.12% 108
2022
Q2 		– Sell
-2,154
Closed -$220K – 126
2022
Q1 		$220K Sell
2,154
-170
-7% -$16.9K 0.11% 110
2021
Q4 		$250K Buy
2,324
+124
+6% +$13K 0.11% 114
2021
Q3 		$216K Buy
2,200
+1
+0% +$101 0.11% 119
2021
Q2 		$220K Buy
2,199
+65
+3% +$6.25K 0.11% 118
2021
Q1 		$206K Buy
+2,134
New +$191K 0.11% 122

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Financial Management Network's ITOT Position: Q1 2026 in Review

Financial Management Network increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.34% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,081 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #160.

Financial Management Network first reported a position in ITOT in Q1 2021 and has held it in 17 quarters since. The position peaked at $416K in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Financial Management Network held 2,081 shares of iShares Core S&P Total US Stock Market ETF worth $310K as of Q1 2026.
  • Financial Management Network bought 7 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.04K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Financial Management Network's portfolio in Q1 2026, its #160 holding.
  • Financial Management Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 17 quarters since.
  • Financial Management Network's iShares Core S&P Total US Stock Market ETF position peaked at $416K in Q1 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.