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 Q2	$603K	Sell	3,673 -416	-10%	-$66K	0.1%	70
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 $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 Strategies Group's ITOT Position: Q2 2026 in Review

Financial Strategies Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, selling an estimated $66K and leaving 3,673 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #70.

Financial Strategies Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $646K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Strategies Group held 3,673 shares of iShares Core S&P Total US Stock Market ETF worth $603K as of Q2 2026.
Financial Strategies Group sold 416 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $66K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Financial Strategies Group's portfolio in Q2 2026, its #70 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 11 quarters since.
Financial Strategies Group's iShares Core S&P Total US Stock Market ETF position peaked at $646K in Q4 2025.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.