IA
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IFP Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IFP Advisors’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 		$19.5M Sell
118,813
-1,398
-1% -$222K 0.35% 53
2026
Q1 		$17.1M Sell
120,211
-31,116
-21% -$4.63M 0.36% 53
2025
Q4 		$22.5M Sell
151,327
-31,173
-17% -$4.6M 0.51% 31
2025
Q3 		$26.6M Buy
182,500
+30,974
+20% +$4.34M 0.69% 19
2025
Q2 		$20.5M Sell
151,526
-7,577
-5% -$945K 0.58% 31
2025
Q1 		$19.4M Sell
159,103
-4,101
-3% -$529K 0.6% 26
2024
Q4 		$21M Buy
163,204
+1,583
+1% +$205K 0.69% 23
2024
Q3 		$20.3M Sell
161,621
-3,326
-2% -$403K 0.73% 21
2024
Q2 		$19.6M Sell
164,947
-1,807
-1% -$207K 0.78% 21
2024
Q1 		$19.2M Sell
166,754
-12,347
-7% -$1.35M 0.84% 17
2023
Q4 		$18.8M Buy
179,101
+19,916
+13% +$1.95M 0.89% 15
2023
Q3 		$15M Sell
159,185
-10,153
-6% -$998K 0.67% 30
2023
Q2 		$16.6M Sell
169,338
-193,056
-53% -$17.8M 0.69% 26
2023
Q1 		$22.8M Sell
362,394
-18,922
-5% -$1.68M 0.99% 11
2022
Q4 		$24.1M Buy
381,316
+150,883
+65% +$12.9M 0.64% 18
2022
Q3 		$14.6M Buy
230,433
+51,180
+29% +$4.53M 0.38% 45
2022
Q2 		$11.4M Hold
179,253
– – 0.36% 53
2022
Q1 		$11.4M Buy
179,253
+73,318
+69% +$7.31M 0.36% 53
2021
Q4 		$11.3M Sell
105,935
-10,738
-9% -$1.12M 0.22% 48
2021
Q3 		$11.5M Sell
116,673
-4,137
-3% -$418K 0.23% 49
2021
Q2 		$11.9M Buy
120,810
+1,554
+1% +$149K 0.25% 42
2021
Q1 		$10.9M Sell
119,256
-1,727
-1% -$155K 0.21% 42
2020
Q4 		$10.4M Sell
120,983
-2,797
-2% -$227K 0.42% 34
2020
Q3 		$9.34M Sell
123,780
-25,050
-17% -$1.87M 0.56% 32
2020
Q2 		$10.2M Sell
148,830
-26,973
-15% -$1.76M 0.81% 19
2020
Q1 		$10.2M Sell
175,803
-5,145
-3% -$353K 1.03% 13
2019
Q4 		$13.2M Buy
180,948
+15,199
+9% +$1.06M 0.99% 11
2019
Q3 		$11.1M Buy
+165,749
New +$11.1M 0.74% 17
2019
Q1 		$3.73M Sell
57,917
-135,893
-70% -$8.43M 0.51% 27
2018
Q4 		$10.9M Buy
193,810
+12,468
+7% +$766K 0.66% 16
2018
Q3 		$12.1M Sell
181,342
-1,992
-1% -$131K 0.49% 33
2018
Q2 		$11.5M Sell
183,334
-23,401
-11% -$1.45M 0.48% 33
2018
Q1 		$12.6M Hold
206,735
– – 0.57% 26
2017
Q4 		$12.6M Buy
206,735
+15,554
+8% +$927K 0.57% 26
2017
Q3 		$11M Buy
191,181
+10,196
+6% +$575K 0.44% 43
2017
Q2 		$10M Buy
180,985
+58,695
+48% +$3.22M 0.43% 46
2017
Q1 		$6.61M Sell
122,290
-54,891
-31% -$2.93M 0.29% 74
2016
Q4 		$9.09M Buy
177,181
+13,126
+8% +$657K 0.44% 41
2016
Q3 		$8.13M Buy
164,055
+125,745
+328% +$6.21M 0.42% 46
2016
Q2 		$1.82M Sell
38,310
-77,524
-67% -$3.66M 0.1% 226
2016
Q1 		$3.73M Buy
115,834
+62,470
+117% +$2.76M 0.51% 27
2015
Q4 		$2.48M Buy
+53,364
New +$2.5M 0.17% 129

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

IFP Advisors's ITOT Position: Q2 2026 in Review

IFP Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $222K and leaving 118,813 shares worth $19.5M. The position accounts for 0.35% of the portfolio, ranked #53.

IFP Advisors first reported a position in ITOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $26.6M in Q3 2025. 576 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • IFP Advisors held 118,813 shares of iShares Core S&P Total US Stock Market ETF worth $19.5M as of Q2 2026.
  • IFP Advisors sold 1,398 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $222K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of IFP Advisors's portfolio in Q2 2026, its #53 holding.
  • IFP Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $26.6M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.