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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$361K Hold
2,199
0.06% 87
2026
Q1
$313K Hold
2,199
0.06% 86
2025
Q4
$327K Buy
+2,199
New +$325K 0.06% 83

Other funds holding ITOT

Francis Financial's ITOT Position: Q2 2026 in Review

Francis Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,199 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #87.

Francis Financial first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Francis Financial held 2,199 shares of iShares Core S&P Total US Stock Market ETF worth $361K as of Q2 2026.
  • Francis Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Francis Financial's portfolio in Q2 2026, its #87 holding.
  • Francis Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.