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

KKM Financial’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	$522K	Hold	3,510	–	–	0.09%	120
2025 Q4	$522K	Hold	3,510	–	–	0.09%	120
2025 Q3	$511K	Hold	3,510	–	–	0.16%	99
2025 Q2	$474K	Hold	3,510	–	–	0.16%	103
2025 Q1	$428K	Hold	3,510	–	–	0.18%	102
2024 Q4	$451K	Hold	3,510	–	–	0.19%	101
2024 Q3	$441K	Hold	3,510	–	–	0.22%	90
2024 Q2	$410K	Hold	3,510	–	–	0.19%	103
2024 Q1	$405K	Hold	3,510	–	–	0.2%	104
2023 Q4	$369K	Buy	+3,510	New	+$344K	0.23%	91

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

KKM Financial's ITOT Position: Q1 2026 in Review

KKM Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 3,510 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #120.

KKM Financial first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

KKM Financial held 3,510 shares of iShares Core S&P Total US Stock Market ETF worth $522K as of Q1 2026.
KKM Financial 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 0.09% of KKM Financial's portfolio in Q1 2026, its #120 holding.
KKM Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.