Legacy Financial Group (Iowa)
ITOT icon

Legacy Financial Group (Iowa)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Financial Group (Iowa)’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 		$5.01M Sell
30,512
-6,902
-18% -$1.1M 0.56% 42
2026
Q1 		$5.33M Buy
37,414
+2,004
+6% +$298K 0.67% 39
2025
Q4 		$5.31M Buy
35,410
+833
+2% +$123K 0.66% 38
2025
Q3 		$5.04M Sell
34,577
-461
-1% -$64.6K 0.66% 37
2025
Q2 		$4.73M Buy
35,038
+3,762
+12% +$469K 0.66% 36
2025
Q1 		$3.82M Buy
31,276
+259
+0.8% +$33.4K 0.59% 34
2024
Q4 		$3.99M Sell
31,017
-742
-2% -$96.1K 0.65% 32
2024
Q3 		$3.99M Buy
31,759
+764
+2% +$92.5K 0.77% 33
2024
Q2 		$3.68M Buy
30,995
+2,910
+10% +$334K 0.72% 35
2024
Q1 		$3.24M Buy
+28,085
New +$3.08M 0.66% 31
2023
Q4 		– Sell
-23,379
Closed -$2.2M – 262
2023
Q3 		$2.2M Sell
23,379
-238
-1% -$23.4K 0.52% 34
2023
Q2 		$2.31M Sell
23,617
-1,540
-6% -$142K 0.6% 29
2023
Q1 		$2.28M Buy
25,157
+96
+0.4% +$8.52K 0.62% 29
2022
Q4 		$2.13M Buy
25,061
+4,119
+20% +$352K 0.64% 22
2022
Q3 		$1.67M Sell
20,942
-335
-2% -$29.6K 0.56% 22
2022
Q2 		$1.78M Buy
21,277
+2,699
+15% +$246K 0.56% 22
2022
Q1 		$1.88M Buy
+18,578
New +$1.85M 0.55% 26
2021
Q4 		– Sell
-28,164
Closed -$2.77M – 46
2021
Q3 		$2.77M Sell
28,164
-2,457
-8% -$248K 0.83% 21
2021
Q2 		$3.02M Sell
30,621
-8,409
-22% -$809K 0.91% 18
2021
Q1 		$3.58M Sell
39,030
-13,623
-26% -$1.22M 1.24% 19
2020
Q4 		$4.54M Buy
+52,653
New +$4.26M 1.75% 19

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

Legacy Financial Group (Iowa)'s ITOT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 18% in Q2 2026, selling an estimated $1.1M and leaving 30,512 shares worth $5.01M. The position accounts for 0.56% of the portfolio, ranked #42.

Legacy Financial Group (Iowa) first reported a position in ITOT in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.33M in Q1 2026. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 30,512 shares of iShares Core S&P Total US Stock Market ETF worth $5.01M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 6,902 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core S&P Total US Stock Market ETF made up 0.56% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #42 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core S&P Total US Stock Market ETF position peaked at $5.33M in Q1 2026.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.