Kavar Capital Partners Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kavar Capital Partners 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	$903K	Sell	5,497 -100	-2%	-$15.9K	0.11%	105
2026 Q1	$797K	Hold	5,597	–	–	0.1%	113
2025 Q4	$832K	Hold	5,597	–	–	0.11%	103
2025 Q3	$815K	Buy	5,597 +543	+11%	+$76.1K	0.11%	107
2025 Q2	$682K	Buy	+5,054	New	+$631K	0.1%	116

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kavar Capital Partners Group's ITOT Position: Q2 2026 in Review

Kavar Capital Partners Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $15.9K and leaving 5,497 shares worth $903K. The position accounts for 0.11% of the portfolio, ranked #105.

Kavar Capital Partners Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kavar Capital Partners Group held 5,497 shares of iShares Core S&P Total US Stock Market ETF worth $903K as of Q2 2026.
Kavar Capital Partners Group sold 100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.9K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Kavar Capital Partners Group's portfolio in Q2 2026, its #105 holding.
Kavar Capital Partners Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.