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

Fortress Financial Solutions’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 Q1	$3.61M	Sell	25,356 -2,310	-8%	-$343K	3.77%	8
2025 Q4	$4.11M	Sell	27,666 -116	-0.4%	-$17.1K	4.21%	8
2025 Q3	$4.05M	Sell	27,782 -692	-2%	-$97K	4.41%	7
2025 Q2	$3.85M	Sell	28,474 -1,900	-6%	-$237K	4.82%	6
2025 Q1	$3.71M	Sell	30,374 -2,111	-6%	-$272K	5.36%	7
2024 Q4	$4.18M	Buy	+32,485	New	+$4.21M	5.96%	4

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Fortress Financial Solutions's ITOT Position: Q1 2026 in Review

Fortress Financial Solutions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q1 2026, selling an estimated $343K and leaving 25,356 shares worth $3.61M. The position accounts for 3.77% of the portfolio, ranked #8.

Fortress Financial Solutions first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.18M in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Fortress Financial Solutions held 25,356 shares of iShares Core S&P Total US Stock Market ETF worth $3.61M as of Q1 2026.
Fortress Financial Solutions sold 2,310 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $343K.
iShares Core S&P Total US Stock Market ETF made up 3.77% of Fortress Financial Solutions's portfolio in Q1 2026, its #8 holding.
Fortress Financial Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $4.18M in Q4 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.