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

Frisch Financial Group’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 		$636K Hold
3,873
– – 0.11% 98
2026
Q1 		$552K Buy
3,873
+1,393
+56% +$207K 0.12% 99
2025
Q4 		$369K Hold
2,480
– – 0.08% 110
2025
Q3 		$361K Hold
2,480
– – 0.08% 108
2025
Q2 		$335K Hold
2,480
– – 0.08% 102
2025
Q1 		$303K Hold
2,480
– – 0.09% 96
2024
Q4 		$319K Hold
2,480
– – 0.1% 95
2024
Q3 		$312K Buy
2,480
+538
+28% +$65.1K 0.09% 94
2024
Q2 		$231K Sell
1,942
-161
-8% -$18.5K 0.07% 120
2024
Q1 		$243K Buy
+2,103
New +$231K 0.08% 108
2023
Q2 		– Sell
-4,158
Closed -$376K – 123
2023
Q1 		$376K Buy
4,158
+1,718
+70% +$153K 0.15% 84
2022
Q4 		$207K Sell
2,440
-391
-14% -$33.4K 0.08% 129
2022
Q3 		$225K Sell
2,831
-870
-24% -$76.9K 0.1% 104
2022
Q2 		$310K Buy
3,701
+385
+12% +$35.1K 0.12% 86
2022
Q1 		$335K Sell
3,316
-477
-13% -$47.6K 0.11% 102
2021
Q4 		$387K Buy
3,793
+1,258
+50% +$131K 0.12% 99
2021
Q3 		$249K Sell
2,535
-4
-0.2% -$404 0.08% 131
2021
Q2 		$251K Buy
2,539
+1
+0% +$96 0.08% 129
2021
Q1 		$233K Sell
2,538
-15
-0.6% -$1.34K 0.08% 133
2020
Q4 		$220K Buy
+2,553
New +$207K 0.08% 119
2020
Q1 		– Sell
-3,039
Closed -$221K – 113
2019
Q4 		$221K Hold
3,039
– – 0.1% 108
2019
Q3 		$204K Hold
3,039
– – 0.12% 98
2019
Q2 		$202K Buy
+3,039
New +$199K 0.14% 97

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Frisch Financial Group's ITOT Position: Q2 2026 in Review

Frisch Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,873 shares worth $636K. The position accounts for 0.11% of the portfolio, ranked #98.

Frisch Financial Group first reported a position in ITOT in Q2 2019 and has held it in 23 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Frisch Financial Group held 3,873 shares of iShares Core S&P Total US Stock Market ETF worth $636K as of Q2 2026.
  • Frisch Financial Group 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 0.11% of Frisch Financial Group's portfolio in Q2 2026, its #98 holding.
  • Frisch Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 23 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 Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.