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

Financial Symmetry’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	$438K	Hold	2,666	–	–	0.15%	40
2026 Q1	$419K	Hold	2,666	–	–	0.15%	39
2025 Q4	$396K	Hold	2,666	–	–	0.16%	37
2025 Q3	$388K	Buy	2,666 +532	+25%	+$74.6K	0.17%	34
2025 Q2	$288K	Hold	2,134	–	–	0.15%	38
2025 Q1	$260K	Buy	+2,134	New	+$275K	0.16%	43

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Financial Symmetry's ITOT Position: Q2 2026 in Review

Financial Symmetry held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,666 shares worth $438K. The position accounts for 0.15% of the portfolio, ranked #40.

Financial Symmetry first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Financial Symmetry held 2,666 shares of iShares Core S&P Total US Stock Market ETF worth $438K as of Q2 2026.
Financial Symmetry left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Financial Symmetry's portfolio in Q2 2026, its #40 holding.
Financial Symmetry first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
862 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.