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

Larson Financial 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 		$945K Sell
5,755
-91
-2% -$14.4K 0.02% 383
2026
Q1 		$833K Sell
5,846
-195
-3% -$29K 0.03% 353
2025
Q4 		$898K Buy
6,041
+325
+6% +$48K 0.03% 332
2025
Q3 		$833K Sell
5,716
-320
-5% -$44.9K 0.03% 347
2025
Q2 		$815K Buy
6,036
+924
+18% +$115K 0.03% 331
2025
Q1 		$624K Buy
5,112
+1,158
+29% +$149K 0.03% 341
2024
Q4 		$509K Sell
3,954
-10
-0.3% -$1.29K 0.03% 354
2024
Q3 		$498K Sell
3,964
-178
-4% -$21.6K 0.03% 337
2024
Q2 		$492K Buy
4,142
+513
+14% +$58.9K 0.03% 276
2024
Q1 		$418K Buy
3,629
+26
+0.7% +$2.85K 0.03% 262
2023
Q4 		$379K Buy
3,603
+186
+5% +$18.2K 0.03% 255
2023
Q3 		$322K Sell
3,417
-102
-3% -$10K 0.03% 244
2023
Q2 		$344K Sell
3,519
-282
-7% -$26.1K 0.03% 237
2023
Q1 		$344K Buy
3,801
+476
+14% +$42.3K 0.04% 244
2022
Q4 		$282K Buy
3,325
+66
+2% +$5.63K 0.03% 255
2022
Q3 		$259K Hold
3,259
– – 0.04% 242
2022
Q2 		$273K Buy
3,259
+111
+4% +$10.1K 0.05% 154
2022
Q1 		$318K Buy
3,148
+8
+0.3% +$798 0.05% 153
2021
Q4 		$336K Buy
3,140
+128
+4% +$13.4K 0.05% 151
2021
Q3 		$296K Buy
3,012
+2,356
+359% +$238K 0.06% 120
2021
Q2 		$65K Hold
656
– – 0.02% 236
2021
Q1 		$60K Hold
656
– – 0.02% 224
2020
Q4 		$57K Hold
656
– – 0.02% 199
2020
Q3 		$50K Buy
+656
New +$49K 0.02% 200
2020
Q1 		– Sell
-34
Closed -$2K – 594
2019
Q4 		$2K Buy
34
+20
+143% +$1.39K ﹤0.01% 453
2019
Q3 		$1K Buy
+14
New +$938 ﹤0.01% 495

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

Larson Financial Group's ITOT Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2026, selling an estimated $14.4K and leaving 5,755 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #383.

Larson Financial Group first reported a position in ITOT in Q3 2019 and has held it in 26 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Larson Financial Group held 5,755 shares of iShares Core S&P Total US Stock Market ETF worth $945K as of Q2 2026.
  • Larson Financial Group sold 91 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #383 holding.
  • Larson Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 26 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.