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

Kelly Financial Services’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 		$3.37M Sell
20,518
-915
-4% -$145K 0.72% 32
2026
Q1 		$3.05M Buy
21,433
+1,143
+6% +$170K 0.74% 32
2025
Q4 		$3.02M Sell
20,290
-1,257
-6% -$186K 0.76% 28
2025
Q3 		$3.14M Sell
21,547
-1,944
-8% -$273K 0.81% 28
2025
Q2 		$3.17M Buy
23,491
+8,053
+52% +$1M 0.93% 27
2025
Q1 		$1.88M Sell
15,438
-5,348
-26% -$689K 0.65% 26
2024
Q4 		$2.68M Sell
20,786
-1,387
-6% -$180K 0.96% 24
2024
Q3 		$2.79M Sell
22,173
-197
-0.9% -$23.9K 1.02% 24
2024
Q2 		$2.66M Buy
22,370
+491
+2% +$56.4K 0.95% 25
2024
Q1 		$2.52M Sell
21,879
-198
-0.9% -$21.7K 0.97% 23
2023
Q4 		$2.32M Sell
22,077
-232
-1% -$22.7K 0.94% 20
2023
Q3 		$2.1M Sell
22,309
-816
-4% -$80.2K 0.96% 22
2023
Q2 		$2.26M Sell
23,125
-47,261
-67% -$4.37M 1.07% 18
2023
Q1 		$6.37M Sell
70,386
-215,492
-75% -$19.1M 3.22% 8
2022
Q4 		$24.2M Sell
285,878
-201,319
-41% -$17.2M 12.76% 2
2022
Q3 		$38.8M Buy
487,197
+12,841
+3% +$1.14M 22.63% 1
2022
Q2 		$39.7M Buy
474,356
+91,630
+24% +$8.35M 20.83% 1
2022
Q1 		$38.6M Buy
382,726
+378,430
+8,809% +$37.7M 17.43% 1
2021
Q4 		$460K Buy
+4,296
New +$449K 0.21% 41
2021
Q1 		– Sell
-491
Closed -$42.3K – 651
2020
Q4 		$42.3K Buy
+491
New +$39.8K 0.03% 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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Kelly Financial Services's ITOT Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q2 2026, selling an estimated $145K and leaving 20,518 shares worth $3.37M. The position accounts for 0.72% of the portfolio, ranked #32.

Kelly Financial Services first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $39.7M in Q2 2022. 845 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Kelly Financial Services held 20,518 shares of iShares Core S&P Total US Stock Market ETF worth $3.37M as of Q2 2026.
  • Kelly Financial Services sold 915 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $145K.
  • iShares Core S&P Total US Stock Market ETF made up 0.72% of Kelly Financial Services's portfolio in Q2 2026, its #32 holding.
  • Kelly Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Kelly Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $39.7M in Q2 2022.
  • 845 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.