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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Legacy Financial Group (Iowa)'s ITOT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.7% in Q1 2026, buying an estimated $298K and bringing the position to 37,414 shares worth $5.33M. The position accounts for 0.67% of the portfolio, ranked #39.

Legacy Financial Group (Iowa) first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Legacy Financial Group (Iowa) held 37,414 shares of iShares Core S&P Total US Stock Market ETF worth $5.33M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 2,004 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $298K.
  • iShares Core S&P Total US Stock Market ETF made up 0.67% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #39 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 20 quarters since.
  • 1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.