KPWG
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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
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 		$9.76M 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 		$9.68M Buy
95,902
+3,931
+4% +$392K 4.85% 6
2021
Q4 		$9.84M 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 		$5.71M Buy
+78,619
New +$5.47M 5.25% 5

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

KFA Private Wealth Group's ITOT Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, selling an estimated $1.8M and leaving 82,750 shares worth $13.6M. The position accounts for 3.27% of the portfolio, ranked #6.

KFA Private Wealth Group first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q1 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • KFA Private Wealth Group held 82,750 shares of iShares Core S&P Total US Stock Market ETF worth $13.6M as of Q2 2026.
  • KFA Private Wealth Group sold 11,361 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Core S&P Total US Stock Market ETF made up 3.27% of KFA Private Wealth Group's portfolio in Q2 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 27 quarters since.
  • KFA Private Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $15.8M in Q1 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.