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

GEN Financial Management’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	$680K	Hold	4,137	–	–	0.41%	26
2026 Q1	$589K	Hold	4,137	–	–	0.36%	32
2025 Q4	$615K	Hold	4,137	–	–	0.39%	31
2025 Q3	$603K	Hold	4,137	–	–	0.52%	28
2025 Q2	$559K	Hold	4,137	–	–	0.46%	28
2025 Q1	$505K	Hold	4,137	–	–	0.34%	28
2024 Q4	$532K	Buy	+4,137	New	+$536K	0.35%	32

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

GEN Financial Management's ITOT Position: Q2 2026 in Review

GEN Financial Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,137 shares worth $680K. The position accounts for 0.41% of the portfolio, ranked #26.

GEN Financial Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

GEN Financial Management held 4,137 shares of iShares Core S&P Total US Stock Market ETF worth $680K as of Q2 2026.
GEN Financial Management 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 0.41% of GEN Financial Management's portfolio in Q2 2026, its #26 holding.
GEN Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.