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

Global Financial Private Client’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	$254K	Hold	1,549	–	–	0.07%	225
2026 Q1	$221K	Hold	1,549	–	–	0.07%	220
2025 Q4	$230K	Hold	1,549	–	–	0.08%	208
2025 Q3	$226K	Buy	1,549 +55	+4%	+$7.71K	0.08%	217
2025 Q2	$202K	Hold	1,494	–	–	0.08%	220
2025 Q1	$182K	Hold	1,494	–	–	0.07%	207
2024 Q4	$192K	Hold	1,494	–	–	0.07%	205
2024 Q3	$188K	Hold	1,494	–	–	0.07%	200
2024 Q2	$177K	Hold	1,494	–	–	0.07%	191
2024 Q1	$172K	Hold	1,494	–	–	0.07%	185
2023 Q4	$157K	Hold	1,494	–	–	0.07%	185
2023 Q3	$140K	Hold	1,494	–	–	0.07%	184
2023 Q2	$146K	Hold	1,494	–	–	0.07%	189
2023 Q1	$136K	Hold	1,494	–	–	0.07%	181
2022 Q4	$127K	Hold	1,494	–	–	0.07%	174
2022 Q3	$122K	Hold	1,494	–	–	0.07%	181
2022 Q2	$126K	Hold	1,494	–	–	0.07%	170
2022 Q1	$151K	Hold	1,494	–	–	0.07%	157
2021 Q4	$160K	Hold	1,494	–	–	0.08%	153
2021 Q3	$149K	Hold	1,494	–	–	0.08%	154
2021 Q2	$148K	Hold	1,494	–	–	0.08%	148
2021 Q1	$139K	Hold	1,494	–	–	0.1%	130
2020 Q4	$129K	Sell	1,494 -1,536	-51%	-$124K	0.1%	121
2020 Q3	$230K	Sell	3,030 -1,387	-31%	-$104K	0.2%	86
2020 Q2	$308K	Sell	4,417 -4,670	-51%	-$305K	0.27%	79
2020 Q1	$495K	Sell	9,087 -808	-8%	-$55.4K	0.52%	46
2019 Q4	$719K	Buy	+9,895	New	+$689K	0.6%	39

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

Global Financial Private Client's ITOT Position: Q2 2026 in Review

Global Financial Private Client held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,549 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #225.

Global Financial Private Client first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $719K in Q4 2019. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Global Financial Private Client held 1,549 shares of iShares Core S&P Total US Stock Market ETF worth $254K as of Q2 2026.
Global Financial Private Client 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 0.07% of Global Financial Private Client's portfolio in Q2 2026, its #225 holding.
Global Financial Private Client first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's iShares Core S&P Total US Stock Market ETF position peaked at $719K in Q4 2019.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.