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Keystone Financial Group (Kentucky)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$5.88M Sell
35,806
-500
-1% -$79.4K 0.35% 52
2026
Q1 		$5.21M Sell
36,306
-154
-0.4% -$22.9K 0.36% 57
2025
Q4 		$5.42M Sell
36,460
-816
-2% -$120K 0.4% 52
2025
Q3 		$5.44M Buy
37,276
+2,134
+6% +$299K 0.42% 50
2025
Q2 		$4.75M Buy
35,142
+398
+1% +$49.7K 0.43% 51
2025
Q1 		$4.24M Sell
34,744
-586
-2% -$75.5K 0.43% 50
2024
Q4 		$4.54M Sell
35,330
-1,613
-4% -$209K 0.45% 48
2024
Q3 		$4.64M Buy
+36,943
New +$4.47M 0.59% 35
2024
Q2 		– Sell
-37,504
Closed -$4.32M – 227
2024
Q1 		$4.32M Buy
37,504
+334
+0.9% +$36.6K 0.63% 29
2023
Q4 		$3.91M Sell
37,170
-183,144
-83% -$17.9M 0.68% 29
2023
Q3 		$20.8M Buy
220,314
+2,770
+1% +$272K 3.48% 4
2023
Q2 		$21.3M Buy
+217,544
New +$20.1M 3.62% 4
2022
Q4 		$17M Buy
200,535
+8,890
+5% +$759K 3.36% 5
2022
Q3 		$15.2M Sell
191,645
-4,208
-2% -$372K 3.09% 5
2022
Q2 		$16.4M Buy
195,853
+6,462
+3% +$589K 3.25% 4
2022
Q1 		$19.1M Buy
189,391
+10,876
+6% +$1.08M 3.25% 4
2021
Q4 		$19.1M Sell
178,515
-291
-0.2% -$30.4K 3.13% 4
2021
Q3 		$17.6M Sell
178,806
-1,406
-0.8% -$142K 3.18% 4
2021
Q2 		$17.8M Buy
180,212
+5,839
+3% +$562K 3.22% 4
2021
Q1 		$16M Buy
174,373
+7,099
+4% +$637K 3.11% 4
2020
Q4 		$14.4M Buy
167,274
+8,124
+5% +$658K 3% 4
2020
Q3 		$12M Buy
159,150
+1,310
+0.8% +$97.8K 2.95% 4
2020
Q2 		$11M Buy
157,840
+6,674
+4% +$436K 2.98% 4
2020
Q1 		$8.65M Buy
151,166
+30,247
+25% +$2.08M 2.87% 4
2019
Q4 		$8.79M Buy
120,919
+44,107
+57% +$3.07M 2.36% 6
2019
Q3 		$5.15M Buy
76,812
+34,709
+82% +$2.33M 1.58% 11
2019
Q2 		$2.81M Buy
42,103
+1,156
+3% +$75.7K 0.91% 31
2019
Q1 		$2.64M Buy
40,947
+1,434
+4% +$88.9K 0.94% 33
2018
Q4 		$2.24M Buy
39,513
+1,958
+5% +$120K 1.01% 32
2018
Q3 		$2.51M Buy
37,555
+3,049
+9% +$200K 1.03% 29
2018
Q2 		$2.16M Sell
34,506
-163,309
-83% -$10.1M 1.21% 21
2018
Q1 		$13.4M Buy
+197,815
New +$12.4M 7.47% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ITOT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, selling an estimated $79.4K and leaving 35,806 shares worth $5.88M. The position accounts for 0.35% of the portfolio, ranked #52.

Keystone Financial Group (Kentucky) first reported a position in ITOT in Q1 2018 and has held it in 32 quarters since. The position peaked at $21.3M in Q2 2023. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 35,806 shares of iShares Core S&P Total US Stock Market ETF worth $5.88M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 500 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $79.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #52 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core S&P Total US Stock Market ETF position peaked at $21.3M in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.