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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

FourThought Financial Partners's ITOT Position: Q1 2026 in Review

FourThought Financial Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 9,819 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #119.

FourThought Financial Partners first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

FourThought Financial Partners held 9,819 shares of iShares Core S&P Total US Stock Market ETF worth $1.4M as of Q1 2026.
FourThought Financial Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.12% of FourThought Financial Partners's portfolio in Q1 2026, its #119 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 14 quarters since.
FourThought Financial Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.71M in Q4 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.