IFG Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IFG Advisory’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 Q1	–	Sell	-7,052	Closed	-$1.05M	–	617
2025 Q4	$1.05M	Buy	7,052 +150	+2%	+$22.1K	0.05%	353
2025 Q3	$1.01M	Buy	6,902 +136	+2%	+$19.1K	0.05%	357
2025 Q2	$914K	Sell	6,766 -1,993	-23%	-$249K	0.05%	365
2025 Q1	$1.07M	Buy	8,759 +2,491	+40%	+$321K	0.06%	309
2024 Q4	$806K	Buy	+6,268	New	+$812K	0.05%	331
2024 Q3	–	Sell	-3,809	Closed	-$453K	–	505
2024 Q2	$453K	Buy	+3,809	New	+$437K	0.03%	419
2024 Q1	–	Sell	-3,836	Closed	-$404K	–	476
2023 Q4	$404K	Buy	3,836 +664	+21%	+$65.1K	0.03%	407
2023 Q3	$299K	Buy	+3,172	New	+$312K	0.03%	438
2023 Q2	–	Sell	-2,750	Closed	-$249K	–	409
2023 Q1	$249K	Sell	2,750 -125	-4%	-$11.1K	0.02%	450
2022 Q4	$243K	Sell	2,875 -298	-9%	-$25.4K	0.02%	430
2022 Q3	$252K	Buy	3,173 +217	+7%	+$19.2K	0.02%	448
2022 Q2	$22M	Sell	2,956 -252	-8%	-$23K	2.34%	7
2022 Q1	$323K	Buy	3,208 +344	+12%	+$34.3K	0.03%	380
2021 Q4	$306K	Hold	2,864	–	–	0.03%	400
2021 Q3	$281K	Hold	2,864	–	–	0.03%	407
2021 Q2	$282K	Sell	2,864 -1,311	-31%	-$126K	0.03%	403
2021 Q1	$382K	Buy	4,175 +1,248	+43%	+$112K	0.05%	349
2020 Q4	$252K	Sell	2,927 -653	-18%	-$52.9K	0.03%	387
2020 Q3	$270K	Sell	3,580 -689	-16%	-$51.4K	0.04%	341
2020 Q2	$296K	Sell	4,269 -2,955	-41%	-$193K	0.05%	311
2020 Q1	$413K	Buy	7,224 +3,170	+78%	+$218K	0.09%	219
2019 Q4	$294K	Buy	4,054 +664	+20%	+$46.2K	0.05%	314
2019 Q3	$227K	Buy	+3,390	New	+$227K	0.04%	362

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

IFG Advisory's ITOT Position: Q1 2026 in Review

IFG Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 7,052 shares — an estimated $1.05M sold.

IFG Advisory first reported a position in ITOT in Q3 2019 and held it in 23 quarters. The position peaked at $22M in Q2 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

IFG Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 7,052 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.05M.
IFG Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 23 quarters.
IFG Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $22M in Q2 2022.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.