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

FourThought Financial Partners’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	$1.61M	Sell	9,796 -23	-0.2%	-$3.65K	0.12%	117
2026 Q1	$1.4M	Hold	9,819	–	–	0.12%	119
2025 Q4	$1.46M	Buy	9,819 +23	+0.2%	+$3.39K	0.12%	113
2025 Q3	$1.43M	Hold	9,796	–	–	0.13%	110
2025 Q2	$1.32M	Hold	9,796	–	–	0.13%	117
2025 Q1	$1.2M	Sell	9,796 -3,464	-26%	-$446K	0.13%	119
2024 Q4	$1.71M	Hold	13,260	–	–	0.18%	107
2024 Q3	$1.67M	Hold	13,260	–	–	0.2%	92
2024 Q2	$1.58M	Hold	13,260	–	–	0.2%	90
2024 Q1	$1.53M	Sell	13,260 -234	-2%	-$25.7K	0.18%	106
2023 Q4	$1.42M	Buy	13,494 +257	+2%	+$25.2K	0.18%	102
2023 Q3	$1.25M	Hold	13,237	–	–	0.17%	99
2023 Q2	$1.3M	Hold	13,237	–	–	0.17%	104
2023 Q1	$1.2M	Hold	13,237	–	–	0.16%	110
2022 Q4	$1.12M	Buy	+13,237	New	+$1.13M	0.16%	114

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

FourThought Financial Partners's ITOT Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q2 2026, selling an estimated $3.65K and leaving 9,796 shares worth $1.61M. The position accounts for 0.12% of the portfolio, ranked #117.

FourThought Financial Partners first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

FourThought Financial Partners held 9,796 shares of iShares Core S&P Total US Stock Market ETF worth $1.61M as of Q2 2026.
FourThought Financial Partners sold 23 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.65K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of FourThought Financial Partners's portfolio in Q2 2026, its #117 holding.
FourThought Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.71M in Q4 2024.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.