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

Independent Financial 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	$18.3M	Sell	111,690 -1,265	-1%	-$201K	0.34%	43
2026 Q1	$16.1M	Buy	112,955 +6,712	+6%	+$998K	0.36%	45
2025 Q4	$15.8M	Buy	106,243 +3,693	+4%	+$545K	0.35%	48
2025 Q3	$14.9M	Buy	102,550 +13,356	+15%	+$1.87M	0.36%	43
2025 Q2	$12M	Buy	89,194 +7,408	+9%	+$924K	0.33%	48
2025 Q1	$9.98M	Buy	81,786 +4,451	+6%	+$574K	0.34%	50
2024 Q4	$9.95M	Buy	77,335 +2,433	+3%	+$315K	0.33%	49
2024 Q3	$9.41M	Buy	74,902 +4,247	+6%	+$514K	0.35%	49
2024 Q2	$8.39M	Buy	70,655 +5,940	+9%	+$682K	0.34%	51
2024 Q1	$7.46M	Buy	64,715 +6,960	+12%	+$763K	0.34%	56
2023 Q4	$6.08M	Buy	57,755 +7,545	+15%	+$739K	0.33%	61
2023 Q3	$4.73M	Buy	50,210 +14,144	+39%	+$1.39M	0.31%	63
2023 Q2	$3.53M	Buy	36,066 +16,962	+89%	+$1.57M	0.24%	88
2023 Q1	$1.73M	Sell	19,104 -1,553	-8%	-$138K	0.14%	167
2022 Q4	$1.75M	Sell	20,657 -2,496	-11%	-$213K	0.15%	138
2022 Q3	$1.84M	Buy	23,153 +3,040	+15%	+$269K	0.17%	120
2022 Q2	$1.69M	Sell	20,113 -2,194	-10%	-$200K	0.18%	134
2022 Q1	$2.25M	Buy	22,307 +1,109	+5%	+$111K	0.18%	113
2021 Q4	$2.27M	Sell	21,198 -1,517	-7%	-$159K	0.19%	117
2021 Q3	$2.23M	Buy	22,715 +1,774	+8%	+$179K	0.23%	96
2021 Q2	$2.07M	Buy	20,941 +8,926	+74%	+$858K	0.22%	105
2021 Q1	$1.1M	Buy	12,015 +1,629	+16%	+$146K	0.14%	179
2020 Q4	$896K	Buy	10,386 +970	+10%	+$78.6K	0.13%	180
2020 Q3	$711K	Sell	9,416 -1,705	-15%	-$127K	0.13%	175
2020 Q2	$772K	Sell	11,121 -4,477	-29%	-$293K	0.17%	150
2020 Q1	$892K	Buy	+15,598	New	+$1.07M	0.26%	94

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Independent Financial Group's ITOT Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $201K and leaving 111,690 shares worth $18.3M. The position accounts for 0.34% of the portfolio, ranked #43.

Independent Financial Group first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. 1,657 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Independent Financial Group held 111,690 shares of iShares Core S&P Total US Stock Market ETF worth $18.3M as of Q2 2026.
Independent Financial Group sold 1,265 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $201K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Independent Financial Group's portfolio in Q2 2026, its #43 holding.
Independent Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
1,657 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.