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

Key Financial Inc’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 Q1	$272K	Hold	1,913	–	–	0.05%	251
2025 Q4	$284K	Hold	1,913	–	–	0.05%	238
2025 Q3	$280K	Hold	1,913	–	–	0.05%	240
2025 Q2	$258K	Buy	1,913 +127	+7%	+$15.8K	0.05%	242
2025 Q1	$218K	Hold	1,786	–	–	0.05%	254
2024 Q4	$230K	Sell	1,786 -119	-6%	-$15.4K	0.05%	235
2024 Q3	$239K	Hold	1,905	–	–	0.05%	230
2024 Q2	$226K	Hold	1,905	–	–	0.05%	228
2024 Q1	$220K	Hold	1,905	–	–	0.06%	221
2023 Q4	$200K	Hold	1,905	–	–	0.05%	224
2023 Q3	$179K	Hold	1,905	–	–	0.06%	217
2023 Q2	$186K	Sell	1,905 -64	-3%	-$5.92K	0.06%	219
2023 Q1	$178K	Buy	1,969 +518	+36%	+$46K	0.07%	208
2022 Q4	$115K	Hold	1,451	–	–	0.05%	231
2022 Q3	$115K	Buy	1,451 +1,387	+2,167%	+$123K	0.05%	235
2022 Q2	$5K	Hold	64	–	–	﹤0.01%	794
2022 Q1	$6K	Sell	64 -136	-68%	-$13.6K	﹤0.01%	748
2021 Q4	$21K	Hold	200	–	–	0.01%	484
2021 Q3	$20K	Hold	200	–	–	0.01%	471
2021 Q2	$20K	Buy	200 +136	+213%	+$13.1K	0.01%	470
2021 Q1	$6K	Hold	64	–	–	﹤0.01%	566
2020 Q4	$6K	Buy	+64	New	+$5.18K	﹤0.01%	525

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Key Financial Inc's ITOT Position: Q1 2026 in Review

Key Financial Inc held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,913 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #251.

Key Financial Inc first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $284K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Key Financial Inc held 1,913 shares of iShares Core S&P Total US Stock Market ETF worth $272K as of Q1 2026.
Key Financial Inc left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #251 holding.
Key Financial Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Key Financial Inc's iShares Core S&P Total US Stock Market ETF position peaked at $284K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.