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

Keener Financial Planning’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	$1.6M	Buy	9,760 +3,342	+52%	+$530K	0.57%	12
2026 Q1	$914K	Buy	6,418 +582	+10%	+$86.5K	0.38%	18
2025 Q4	$867K	Hold	5,836	–	–	0.37%	18
2025 Q3	$850K	Hold	5,836	–	–	0.39%	17
2025 Q2	$788K	Buy	5,836 +4,437	+317%	+$554K	0.39%	19
2025 Q1	$170K	Sell	1,399 -4,437	-76%	-$572K	0.11%	45
2024 Q4	$750K	Sell	5,836 -294	-5%	-$38.1K	0.44%	17
2024 Q3	$770K	Sell	6,130 -738	-11%	-$89.3K	0.5%	17
2024 Q2	$815K	Sell	6,868 -421	-6%	-$48.3K	0.53%	17
2024 Q1	$841K	Hold	7,289	–	–	0.58%	16
2023 Q4	$767K	Buy	+7,289	New	+$714K	0.59%	16

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

Keener Financial Planning's ITOT Position: Q2 2026 in Review

Keener Financial Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 52% in Q2 2026, buying an estimated $530K and bringing the position to 9,760 shares worth $1.6M. The position accounts for 0.57% of the portfolio, ranked #12.

Keener Financial Planning first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Keener Financial Planning held 9,760 shares of iShares Core S&P Total US Stock Market ETF worth $1.6M as of Q2 2026.
Keener Financial Planning bought 3,342 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $530K.
iShares Core S&P Total US Stock Market ETF made up 0.57% of Keener Financial Planning's portfolio in Q2 2026, its #12 holding.
Keener Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.