KFAA
ITOT icon

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

Klaas Financial Asset Advisors’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 		$40.4M Sell
245,825
-7,094
-3% -$1.13M 5.03% 7
2026
Q1 		$36M Sell
252,919
-981,528
-80% -$146M 4.97% 7
2025
Q4 		$184M Buy
1,234,447
+548
+0% +$80.9K 26.62% 1
2025
Q3 		$180M Sell
1,233,899
-2,336
-0.2% -$328K 26.97% 1
2025
Q2 		$167M Buy
1,236,235
+49,907
+4% +$6.23M 26.42% 1
2025
Q1 		$145M Sell
1,186,328
-460
-0% -$59.3K 24.95% 1
2024
Q4 		$153M Sell
1,186,788
-9,439
-0.8% -$1.22M 26.88% 1
2024
Q3 		$150M Buy
1,196,227
+11,042
+0.9% +$1.34M 26.05% 1
2024
Q2 		$141M Buy
1,185,185
+227,238
+24% +$26.1M 25.81% 1
2024
Q1 		$110M Sell
957,947
-11,449
-1% -$1.26M 22.03% 1
2023
Q4 		$102M Sell
969,396
-8,370
-0.9% -$820K 21.28% 1
2023
Q3 		$92.5M Sell
977,766
-2,757
-0.3% -$271K 20.96% 1
2023
Q2 		$95.9M Buy
980,523
+11,226
+1% +$1.04M 21.37% 1
2023
Q1 		$87.8M Buy
969,297
+28,560
+3% +$2.54M 20.29% 1
2022
Q4 		$79.8M Sell
940,737
-2,772
-0.3% -$237K 19.82% 1
2022
Q3 		$75M Buy
943,509
+34,273
+4% +$3.03M 19.07% 1
2022
Q2 		$76.2M Buy
909,236
+71,717
+9% +$6.53M 18.89% 1
2022
Q1 		$84.5M Buy
837,519
+45,073
+6% +$4.49M 19.44% 1
2021
Q4 		$84.8M Buy
792,446
+27,051
+4% +$2.83M 19.15% 1
2021
Q3 		$75.3M Buy
765,395
+32,734
+4% +$3.31M 18.37% 1
2021
Q2 		$72.4M Buy
732,661
+15,349
+2% +$1.48M 18.19% 1
2021
Q1 		$65.7M Buy
717,312
+25,670
+4% +$2.3M 18.32% 1
2020
Q4 		$59.6M Buy
+691,642
New +$56M 17.23% 2

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return