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

Krilogy 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 Q2	$1.46M	Buy	8,863 +14	+0.2%	+$2.22K	0.04%	293
2026 Q1	$1.36M	Sell	8,849 -233	-3%	-$34.6K	0.04%	287
2025 Q4	$1.38M	Hold	9,082	–	–	0.05%	276
2025 Q3	$1.34M	Buy	+9,082	New	+$1.27M	0.05%	266
2018 Q4	–	Sell	-118	Closed	-$8K	–	392
2018 Q3	$8K	Buy	+118	New	+$7.73K	﹤0.01%	559

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Krilogy Financial's ITOT Position: Q2 2026 in Review

Krilogy Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.16% in Q2 2026, buying an estimated $2.22K and bringing the position to 8,863 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #293.

Krilogy Financial first reported a position in ITOT in Q3 2018 and has held it in 5 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Krilogy Financial held 8,863 shares of iShares Core S&P Total US Stock Market ETF worth $1.46M as of Q2 2026.
Krilogy Financial bought 14 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.22K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #293 holding.
Krilogy Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 5 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.