KFA Private Wealth Group
ITOT icon

KFA Private Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

KFA Private Wealth 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
Q3 		$13.9M Buy
83,841
+1,091
+1% +$182K 3.28% 6
2026
Q2 		$13.6M Sell
82,750
-11,361
-12% -$1.8M 3.27% 6
2026
Q1 		$13.4M Buy
94,111
+465
+0.5% +$69.1K 3.22% 7
2025
Q4 		$13.9M Buy
93,646
+26,616
+40% +$3.93M 3.39% 6
2025
Q3 		$9.8M Buy
67,030
+3
+0% +$421 2.79% 8
2025
Q2 		$9.05M Buy
67,027
+1,191
+2% +$149K 2.8% 8
2025
Q1 		$8.03M Sell
65,836
-2,238
-3% -$288K 2.81% 8
2024
Q4 		$8.76M Sell
68,074
-3,879
-5% -$502K 3.67% 5
2024
Q3 		$9.04M Sell
71,953
-22,522
-24% -$2.73M 4.31% 5
2024
Q2 		$11.2M Sell
94,475
-42,565
-31% -$4.89M 5.81% 5
2024
Q1 		$15.8M Buy
137,040
+6,242
+5% +$685K 4.9% 6
2023
Q4 		$13.8M Buy
130,798
+17,701
+16% +$1.73M 4.93% 7
2023
Q3 		$10.7M Buy
113,097
+5,440
+5% +$535K 4.43% 8
2023
Q2 		$10.5M Buy
107,657
+1,615
+2% +$149K 4.37% 8
2023
Q1 		$9.6M Buy
106,042
+4,812
+5% +$427K 4.37% 8
2022
Q4 		$8.58M Sell
101,230
-4,154
-4% -$355K 4.38% 8
2022
Q3 		$8.38M Buy
105,384
+2,408
+2% +$213K 4.46% 8
2022
Q2 		$8.63M Buy
102,976
+7,074
+7% +$645K 4.77% 7
2022
Q1 		$9.7M Buy
95,902
+3,931
+4% +$392K 4.85% 6
2021
Q4 		$9.8M Buy
91,971
+2,103
+2% +$220K 4.89% 6
2021
Q3 		$8.84M Buy
89,868
+3,767
+4% +$381K 4.84% 6
2021
Q2 		$8.5M Sell
86,101
-4,621
-5% -$444K 4.64% 6
2021
Q1 		$8.31M Buy
90,722
+5,423
+6% +$486K 4.85% 5
2020
Q4 		$7.35M Buy
85,299
+2,334
+3% +$189K 4.67% 4
2020
Q3 		$6.26M Buy
82,965
+28,110
+51% +$2.1M 4.69% 5
2020
Q2 		$3.81M Sell
54,855
-25,726
-32% -$1.68M 3.66% 10
2020
Q1 		$4.61M Buy
80,581
+1,962
+2% +$135K 5.45% 5
2019
Q4 		$5.72M Buy
+78,619
New +$5.47M 5.25% 5

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

KFA Private Wealth Group's ITOT Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q3 2026, buying an estimated $182K and bringing the position to 83,841 shares worth $13.9M. The position accounts for 3.28% of the portfolio, ranked #6.

KFA Private Wealth Group first reported a position in ITOT in Q4 2019 and has held it in 28 quarters since. The position peaked at $15.8M in Q1 2024. 688 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • KFA Private Wealth Group held 83,841 shares of iShares Core S&P Total US Stock Market ETF worth $13.9M as of Q3 2026.
  • KFA Private Wealth Group bought 1,091 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $182K.
  • iShares Core S&P Total US Stock Market ETF made up 3.28% of KFA Private Wealth Group's portfolio in Q3 2026, its #6 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $15.8M in Q1 2024.
  • 688 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.