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

Financial Perspectives’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	$174K	Buy	1,061 +1	+0.1%	+$159	0.04%	185
2026 Q1	$151K	Buy	1,060 +1	+0.1%	+$149	0.04%	193
2025 Q4	$157K	Buy	1,059 +2	+0.2%	+$295	0.04%	180
2025 Q3	$154K	Buy	1,057 +1	+0.1%	+$140	0.04%	188
2025 Q2	$143K	Buy	1,056 +2	+0.2%	+$250	0.04%	183
2025 Q1	$129K	Buy	1,054 +1	+0.1%	+$129	0.04%	183
2024 Q4	$135K	Buy	1,053 +2	+0.2%	+$259	0.05%	180
2024 Q3	$132K	Buy	1,051 +2	+0.2%	+$242	0.05%	181
2024 Q2	$125K	Buy	1,049 +1	+0.1%	+$115	0.05%	177
2024 Q1	$121K	Buy	1,048 +85	+9%	+$9.32K	0.05%	183
2023 Q4	$101K	Buy	963 +3	+0.3%	+$294	0.04%	197
2023 Q3	$90.4K	Hold	960	–	–	0.04%	196
2023 Q2	$93.9K	Buy	960 +2	+0.2%	+$185	0.04%	198
2023 Q1	$86.8K	Buy	958 +61	+7%	+$5.42K	0.04%	201
2022 Q4	$76K	Buy	897 +4	+0.4%	+$341	0.04%	205
2022 Q3	$71K	Buy	893 +3	+0.3%	+$265	0.04%	206
2022 Q2	$74.5K	Buy	890 +3	+0.3%	+$273	0.04%	200
2022 Q1	$89.5K	Buy	887 +12	+1%	+$1.2K	0.04%	201
2021 Q4	$93.6K	Buy	875 +67	+8%	+$7K	0.04%	181
2021 Q3	$79.5K	Buy	808 +3	+0.4%	+$303	0.04%	188
2021 Q2	$79.5K	Buy	805 +341	+73%	+$32.8K	0.04%	214
2021 Q1	$42.5K	Buy	464 +35	+8%	+$3.14K	0.02%	263
2020 Q4	$37K	Buy	429 +8	+2%	+$648	0.02%	261
2020 Q3	$31.8K	Buy	421 +1	+0.2%	+$75	0.02%	235
2020 Q2	$29.1K	Buy	420 +31	+8%	+$2.03K	0.02%	226
2020 Q1	$22.3K	Buy	389 +2	+0.5%	+$137	0.02%	229
2019 Q4	$28.2K	Buy	+387	New	+$26.9K	0.02%	224

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 Perspectives's ITOT Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, buying an estimated $159 and bringing the position to 1,061 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #185.

Financial Perspectives first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Perspectives held 1,061 shares of iShares Core S&P Total US Stock Market ETF worth $174K as of Q2 2026.
Financial Perspectives 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 0.04% of Financial Perspectives's portfolio in Q2 2026, its #185 holding.
Financial Perspectives first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.