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

Focus Financial Network’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	$1.5M	Sell	9,139 -8	-0.1%	-$1.27K	0.05%	279
2026 Q1	$1.3M	Sell	9,147 -589	-6%	-$87.6K	0.05%	280
2025 Q4	$1.45M	Buy	9,736 +998	+11%	+$147K	0.05%	254
2025 Q3	$1.27M	Buy	8,738 +397	+5%	+$55.7K	0.05%	267
2025 Q2	$1.13M	Buy	8,341 +1,611	+24%	+$201K	0.04%	273
2025 Q1	$821K	Sell	6,730 -3,315	-33%	-$427K	0.03%	311
2024 Q4	$1.29M	Buy	10,045 +6,479	+182%	+$839K	0.05%	247
2024 Q3	$448K	Buy	3,566 +6	+0.2%	+$726	0.02%	430
2024 Q2	$435K	Sell	3,560 -51	-1%	-$5.85K	0.02%	433
2024 Q1	$396K	Hold	3,611	–	–	0.02%	426
2023 Q4	$380K	Buy	3,611 +1	+0%	+$98	0.01%	518
2023 Q3	$342K	Buy	3,610 +6	+0.2%	+$590	0.02%	430
2023 Q2	$353K	Hold	3,604	–	–	0.02%	429
2023 Q1	$326K	Buy	3,604 +432	+14%	+$38.4K	0.02%	435
2022 Q4	$269K	Buy	3,172 +348	+12%	+$29.7K	0.02%	392
2022 Q3	$225K	Sell	2,824 -128	-4%	-$11.3K	0.02%	434
2022 Q2	$247K	Sell	2,952 -146	-5%	-$13.3K	0.02%	426
2022 Q1	$313K	Sell	3,098 -410	-12%	-$40.9K	0.02%	393
2021 Q4	$375K	Buy	+3,508	New	+$367K	0.05%	259
2021 Q1	–	Sell	-2,496	Closed	-$215K	–	456
2020 Q4	$215K	Sell	2,496 -11,596	-82%	-$939K	0.02%	409
2020 Q3	$1.06M	Sell	14,092 -2,744	-16%	-$205K	0.1%	176
2020 Q2	$1.17M	Sell	16,836 -4,446	-21%	-$291K	0.13%	148
2020 Q1	$1.22M	Buy	21,282 +4,174	+24%	+$286K	0.16%	124
2019 Q4	$1.24M	Buy	+17,108	New	+$1.19M	0.15%	132

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

Focus Financial Network's ITOT Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, selling an estimated $1.27K and leaving 9,139 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #279.

Focus Financial Network first reported a position in ITOT in Q4 2019 and has held it in 24 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Focus Financial Network held 9,139 shares of iShares Core S&P Total US Stock Market ETF worth $1.5M as of Q2 2026.
Focus Financial Network sold 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #279 holding.
Focus Financial Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.