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

Helen Stephens 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 		$5.09M Buy
30,991
+74
+0.2% +$11.7K 0.86% 23
2026
Q1 		$4.4M Buy
30,917
+1,030
+3% +$153K 0.88% 23
2025
Q4 		$4.44M Buy
29,887
+78
+0.3% +$11.5K 0.93% 19
2025
Q3 		$4.34M Buy
29,809
+67
+0.2% +$9.4K 0.96% 20
2025
Q2 		$4.02M Buy
29,742
+5,179
+21% +$646K 1% 20
2025
Q1 		$3M Buy
24,563
+12,825
+109% +$1.65M 0.85% 22
2024
Q4 		$1.51M Sell
11,738
-2,248
-16% -$291K 0.45% 32
2024
Q3 		$1.76M Buy
13,986
+4,119
+42% +$499K 0.53% 28
2024
Q2 		$1.17M Buy
+9,867
New +$1.13M 0.41% 35

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Helen Stephens Group's ITOT Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.24% in Q2 2026, buying an estimated $11.7K and bringing the position to 30,991 shares worth $5.09M. The position accounts for 0.86% of the portfolio, ranked #23.

Helen Stephens Group first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Helen Stephens Group held 30,991 shares of iShares Core S&P Total US Stock Market ETF worth $5.09M as of Q2 2026.
  • Helen Stephens Group bought 74 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.86% of Helen Stephens Group's portfolio in Q2 2026, its #23 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 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 Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.