FFA
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Founders Financial Alliance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Founders Financial Alliance’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 		$244K Sell
1,486
-764
-34% -$121K 0.03% 388
2026
Q1 		$320K Buy
2,250
+505
+29% +$75.1K 0.06% 284
2025
Q4 		$259K Sell
1,745
-20
-1% -$2.95K 0.05% 314
2025
Q3 		$257K Sell
1,765
-342
-16% -$48K 0.05% 315
2025
Q2 		$285K Sell
2,107
-55
-3% -$6.86K 0.06% 263
2025
Q1 		$264K Buy
2,162
+1
+0% +$129 0.06% 279
2024
Q4 		$278K Buy
2,161
+1
+0% +$129 0.08% 225
2024
Q3 		$271K Sell
2,160
-10
-0.5% -$1.21K 0.08% 233
2024
Q2 		$258K Sell
2,170
-105
-5% -$12.1K 0.08% 231
2024
Q1 		$262K Buy
2,275
+1,214
+114% +$133K 0.08% 220
2023
Q4 		$112K Sell
1,061
-20
-2% -$1.96K 0.04% 286
2023
Q3 		$102K Sell
1,081
-4
-0.4% -$393 0.04% 270
2023
Q2 		$106K Sell
1,085
-281
-21% -$26K 0.04% 291
2023
Q1 		$124K Sell
1,366
-209
-13% -$18.6K 0.06% 238
2022
Q4 		$134K Sell
1,575
-14
-0.9% -$1.2K 0.06% 248
2022
Q3 		$126K Sell
1,589
-90
-5% -$7.96K 0.06% 242
2022
Q2 		$141K Sell
1,679
-192
-10% -$17.5K 0.07% 234
2022
Q1 		$189K Hold
1,871
– – 0.08% 215
2021
Q4 		$200K Sell
1,871
-535
-22% -$55.9K 0.08% 245
2021
Q3 		$237K Sell
2,406
-181
-7% -$18.3K 0.11% 191
2021
Q2 		$255K Buy
2,587
+200
+8% +$19.2K 0.12% 197
2021
Q1 		$224K Sell
2,387
-147
-6% -$13.2K 0.11% 206
2020
Q4 		$220K Sell
2,534
-60
-2% -$4.86K 0.12% 183
2020
Q3 		$198K Buy
+2,594
New +$194K 0.12% 160

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

Founders Financial Alliance's ITOT Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 34% in Q2 2026, selling an estimated $121K and leaving 1,486 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #388.

Founders Financial Alliance first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $320K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Founders Financial Alliance held 1,486 shares of iShares Core S&P Total US Stock Market ETF worth $244K as of Q2 2026.
  • Founders Financial Alliance sold 764 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $121K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #388 holding.
  • Founders Financial Alliance first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Core S&P Total US Stock Market ETF position peaked at $320K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.