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ITOT icon

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

Finley Financial’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 		$1.75M Sell
10,670
-675
-6% -$107K 0.71% 27
2026
Q1 		$1.62M Hold
11,345
– – 0.76% 24
2025
Q4 		$1.69M Sell
11,345
-30
-0.3% -$4.43K 0.77% 24
2025
Q3 		$1.66M Hold
11,375
– – 0.77% 23
2025
Q2 		$1.54M Hold
11,375
– – 0.77% 24
2025
Q1 		$1.38M Hold
11,375
– – 0.77% 25
2024
Q4 		$1.48M Buy
+11,375
New +$1.47M 0.77% 25

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
BP
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Finley Financial's ITOT Position: Q2 2026 in Review

Finley Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.9% in Q2 2026, selling an estimated $107K and leaving 10,670 shares worth $1.75M. The position accounts for 0.71% of the portfolio, ranked #27.

Finley Financial first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Finley Financial held 10,670 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q2 2026.
  • Finley Financial sold 675 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $107K.
  • iShares Core S&P Total US Stock Market ETF made up 0.71% of Finley Financial's portfolio in Q2 2026, its #27 holding.
  • Finley Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.