Flaharty Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Flaharty Asset Management’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
2025 Q2	–	Sell	-1,206	Closed	-$147K	–	295
2025 Q1	$147K	Sell	1,206 -425	-26%	-$54.8K	0.02%	134
2024 Q4	$210K	Hold	1,631	–	–	0.03%	123
2024 Q3	$205K	Buy	+1,631	New	+$197K	0.03%	114
2024 Q1	–	Sell	-1,931	Closed	-$203K	–	120
2023 Q4	$203K	Hold	1,931	–	–	0.03%	116
2023 Q3	$182K	Buy	+1,931	New	+$190K	0.03%	117
2022 Q1	–	Sell	-2,400	Closed	-$257K	–	132
2021 Q4	$257K	Hold	2,400	–	–	0.05%	108
2021 Q3	$236K	Buy	+2,400	New	+$243K	0.05%	117

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Flaharty Asset Management's ITOT Position: Q2 2025 in Review

Flaharty Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 1,206 shares — an estimated $147K sold.

Flaharty Asset Management first reported a position in ITOT in Q3 2021 and held it in 7 quarters. The position peaked at $257K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Flaharty Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 1,206 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $147K.
Flaharty Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 7 quarters.
Flaharty Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $257K in Q4 2021.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.