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Foundations Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Foundations Investment Advisors’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 		$7.79M Sell
47,413
-211
-0.4% -$33.5K 0.08% 197
2026
Q1 		$6.78M Buy
47,624
+2,356
+5% +$350K 0.08% 187
2025
Q4 		$6.73M Sell
45,268
-2,157
-5% -$318K 0.09% 178
2025
Q3 		$6.91M Sell
47,425
-179
-0.4% -$25.1K 0.1% 167
2025
Q2 		$6.43M Sell
47,604
-15,460
-25% -$1.93M 0.1% 172
2025
Q1 		$7.69M Sell
63,064
-185
-0.3% -$23.8K 0.14% 145
2024
Q4 		$8.14M Buy
63,249
+53,349
+539% +$6.91M 0.16% 131
2024
Q3 		$1.24M Buy
9,900
+378
+4% +$45.8K 0.03% 329
2024
Q2 		$1.13M Sell
9,522
-57,975
-86% -$6.65M 0.03% 318
2024
Q1 		$7.78M Sell
67,497
-11,521
-15% -$1.26M 0.2% 88
2023
Q4 		$8.51M Buy
79,018
+58,859
+292% +$5.77M 0.23% 87
2023
Q3 		$1.9M Buy
20,159
+11,351
+129% +$1.12M 0.06% 223
2023
Q2 		$862K Sell
8,808
-2,437
-22% -$225K 0.03% 284
2023
Q1 		$1.02M Buy
+11,245
New +$998K 0.04% 239
2022
Q2 		– Sell
-2,161
Closed -$211K – 403
2022
Q1 		$211K Buy
+2,161
New +$215K 0.01% 333
2019
Q1 		– Sell
-10,033
Closed -$626K – 112
2018
Q4 		$626K Sell
10,033
-33,228
-77% -$2.04M 0.13% 49
2018
Q3 		$2.88M Buy
+43,261
New +$2.83M 0.7% 24

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Foundations Investment Advisors's ITOT Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.44% in Q2 2026, selling an estimated $33.5K and leaving 47,413 shares worth $7.79M. The position accounts for 0.08% of the portfolio, ranked #197.

Foundations Investment Advisors first reported a position in ITOT in Q3 2018 and has held it in 17 quarters since. The position peaked at $8.51M in Q4 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Foundations Investment Advisors held 47,413 shares of iShares Core S&P Total US Stock Market ETF worth $7.79M as of Q2 2026.
  • Foundations Investment Advisors sold 211 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $33.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #197 holding.
  • Foundations Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 17 quarters since.
  • Foundations Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8.51M in Q4 2023.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.