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KFG Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

KFG Wealth Management’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
2025
Q3 		– Sell
-1,593
Closed -$215K – 207
2025
Q2 		$215K Buy
+1,593
New +$199K 0.03% 189

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Wealthfront Advisers
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AllianceBernstein
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Bank of America
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LPL Financial
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Focus Partners Wealth
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FPAS
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KFG Wealth Management's ITOT Position: Q3 2025 in Review

KFG Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 1,593 shares — an estimated $215K sold.

KFG Wealth Management first reported a position in ITOT in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • KFG Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • KFG Wealth Management sold 1,593 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $215K.
  • KFG Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • KFG Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $215K in Q2 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on KFG Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.