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

Founders Financial Securities’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	$325K	Sell	1,981 -34	-2%	-$5.4K	0.02%	452
2026 Q1	$300K	Buy	+2,015	New	+$300K	0.02%	451
2024 Q3	–	Sell	-5,190	Closed	-$616K	–	451
2024 Q2	$616K	Hold	5,190	–	–	0.06%	250
2024 Q1	$598K	Sell	5,190 -64	-1%	-$7.02K	0.06%	236
2023 Q4	$553K	Sell	5,254 -39	-0.7%	-$3.82K	0.06%	234
2023 Q3	$499K	Buy	5,293 +39	+0.7%	+$3.83K	0.06%	217
2023 Q2	$514K	Buy	5,254 +64	+1%	+$5.92K	0.07%	208
2023 Q1	$470K	Sell	5,190 -146	-3%	-$13K	0.07%	203
2022 Q4	$452K	Buy	5,336 +77	+1%	+$6.57K	0.07%	202
2022 Q3	$418K	Buy	5,259 +89	+2%	+$7.87K	0.07%	195
2022 Q2	$433K	Hold	5,170	–	–	0.08%	173
2022 Q1	$522K	Hold	5,170	–	–	0.09%	165
2021 Q4	$553K	Hold	5,170	–	–	0.1%	159
2021 Q3	$509K	Hold	5,170	–	–	0.1%	168
2021 Q2	$511K	Hold	5,170	–	–	0.1%	171
2021 Q1	$474K	Hold	5,170	–	–	0.11%	156
2020 Q4	$446K	Buy	5,170 +1,087	+27%	+$88K	0.11%	137
2020 Q3	$308K	Buy	+4,083	New	+$305K	0.1%	125

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

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

Founders Financial Securities reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q2 2026, selling an estimated $5.4K and leaving 1,981 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #452.

Founders Financial Securities first reported a position in ITOT in Q3 2020 and has held it in 18 quarters since. The position peaked at $616K in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Founders Financial Securities held 1,981 shares of iShares Core S&P Total US Stock Market ETF worth $325K as of Q2 2026.
Founders Financial Securities sold 34 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.4K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #452 holding.
Founders Financial Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 18 quarters since.
Founders Financial Securities's iShares Core S&P Total US Stock Market ETF position peaked at $616K in Q2 2024.
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 Securities's 13F filing for Q2 2026, filed 31 Jul 2026.