Friday Financial
ITOT icon

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

Friday Financial’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
Q3 		$108M Buy
650,357
+126,961
+24% +$21.1M 21.43% 1
2026
Q2 		$85.9M Buy
523,396
+58,792
+13% +$9.33M 23% 1
2026
Q1 		$66.2M Buy
464,604
+19,920
+4% +$2.96M 22.8% 1
2025
Q4 		$66.1M Buy
444,684
+71,509
+19% +$10.6M 23.31% 1
2025
Q3 		$54.4M Buy
373,175
+47,336
+15% +$6.64M 22.76% 1
2025
Q2 		$44M Buy
325,839
+18,606
+6% +$2.32M 22.39% 1
2025
Q1 		$37.9M Buy
307,233
+40,563
+15% +$5.23M 22.67% 1
2024
Q4 		$34.3M Buy
+266,670
New +$34.5M 23.63% 1

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Friday Financial's ITOT Position: Q3 2026 in Review

Friday Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 24% in Q3 2026, buying an estimated $21.1M and bringing the position to 650,357 shares worth $108M. The position accounts for 21.43% of the portfolio, ranked #1.

Friday Financial first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Friday Financial held 650,357 shares of iShares Core S&P Total US Stock Market ETF worth $108M as of Q3 2026.
  • Friday Financial bought 126,961 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $21.1M.
  • iShares Core S&P Total US Stock Market ETF made up 21.43% of Friday Financial's portfolio in Q3 2026, its #1 holding.
  • Friday Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.