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

Financial Strategies Group’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	$640K	Sell	4,089 -181	-4%	-$26.9K	0.11%	71
2025 Q4	$646K	Sell	4,270 -28	-0.7%	-$4.13K	0.12%	67
2025 Q3	$641K	Sell	4,298 -223	-5%	-$31.3K	0.12%	68
2025 Q2	$617K	Sell	4,521 -43	-0.9%	-$5.37K	0.13%	66
2025 Q1	$534K	Buy	4,564 +1,577	+53%	+$203K	0.13%	66
2024 Q4	$381K	Sell	2,987 -56	-2%	-$7.25K	0.09%	76
2024 Q3	$389K	Buy	3,043 +118	+4%	+$14.3K	0.09%	72
2024 Q2	$354K	Buy	2,925 +1	+0%	+$115	0.09%	68
2024 Q1	$335K	Sell	2,924 -284	-9%	-$31.1K	0.09%	59
2023 Q4	$343K	Buy	+3,208	New	+$314K	0.1%	61

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Strategies Group's ITOT Position: Q1 2026 in Review

Financial Strategies Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.2% in Q1 2026, selling an estimated $26.9K and leaving 4,089 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #71.

Financial Strategies Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $646K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Strategies Group held 4,089 shares of iShares Core S&P Total US Stock Market ETF worth $640K as of Q1 2026.
Financial Strategies Group sold 181 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $26.9K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Financial Strategies Group's portfolio in Q1 2026, its #71 holding.
Financial Strategies Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Financial Strategies Group's iShares Core S&P Total US Stock Market ETF position peaked at $646K in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.