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

Forum Financial 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
2026 Q2	$821K	Buy	4,998 +1,842	+58%	+$292K	0.01%	153
2026 Q1	$449K	Buy	3,156 +205	+7%	+$30.5K	0.01%	213
2025 Q4	$439K	Sell	2,951 -85	-3%	-$12.5K	0.01%	545
2025 Q3	$442K	Hold	3,036	–	–	0.01%	519
2025 Q2	$410K	Sell	3,036 -9	-0.3%	-$1.12K	0.01%	497
2025 Q1	$372K	Buy	3,045 +146	+5%	+$18.8K	0.01%	483
2024 Q4	$373K	Buy	2,899 +40	+1%	+$5.18K	0.01%	500
2024 Q3	$359K	Buy	2,859 +405	+17%	+$49K	0.01%	441
2024 Q2	$291K	Sell	2,454 -240	-9%	-$27.5K	0.01%	493
2024 Q1	$311K	Buy	2,694 +390	+17%	+$42.8K	0.01%	488
2023 Q4	$242K	Buy	2,304 +11	+0.5%	+$1.08K	﹤0.01%	556
2023 Q3	$216K	Hold	2,293	–	–	﹤0.01%	560
2023 Q2	$224K	Sell	2,293 -16	-0.7%	-$1.48K	0.01%	562
2023 Q1	$209K	Sell	2,309 -1,557	-40%	-$138K	0.01%	551
2022 Q4	$328K	Buy	3,866 +1,135	+42%	+$96.9K	0.01%	360
2022 Q3	$217K	Buy	2,731 +88	+3%	+$7.78K	0.01%	474
2022 Q2	$221K	Buy	+2,643	New	+$241K	0.01%	474

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

Forum Financial Management's ITOT Position: Q2 2026 in Review

Forum Financial Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 58% in Q2 2026, buying an estimated $292K and bringing the position to 4,998 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #153.

Forum Financial Management first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Forum Financial Management held 4,998 shares of iShares Core S&P Total US Stock Market ETF worth $821K as of Q2 2026.
Forum Financial Management bought 1,842 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $292K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #153 holding.
Forum Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 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 Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.