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

Frederick Financial Consultants’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	$236K	Hold	1,438	–	–	0.1%	106
2026 Q1	$205K	Sell	1,438 -108	-7%	-$16.1K	0.1%	105
2025 Q4	$230K	Hold	1,546	–	–	0.13%	98
2025 Q3	$225K	Sell	1,546 -48	-3%	-$6.73K	0.13%	100
2025 Q2	$215K	Sell	1,594 -62	-4%	-$7.74K	0.13%	98
2025 Q1	$202K	Buy	+1,656	New	+$213K	0.15%	90

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

Frederick Financial Consultants's ITOT Position: Q2 2026 in Review

Frederick Financial Consultants held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,438 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #106.

Frederick Financial Consultants first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Frederick Financial Consultants held 1,438 shares of iShares Core S&P Total US Stock Market ETF worth $236K as of Q2 2026.
Frederick Financial Consultants 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 0.1% of Frederick Financial Consultants's portfolio in Q2 2026, its #106 holding.
Frederick Financial Consultants first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.