Legacy Solutions LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Solutions LLC’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	$1.55M	Buy	9,463 +2,038	+27%	+$323K	1.26%	17
2026 Q1	$1.06M	Buy	7,425 +1,521	+26%	+$226K	0.98%	22
2025 Q4	$878K	Buy	5,904 +349	+6%	+$51.5K	0.77%	25
2025 Q3	$809K	Buy	5,555 +160	+3%	+$22.4K	0.73%	27
2025 Q2	$728K	Sell	5,395 -246	-4%	-$30.7K	0.7%	30
2025 Q1	$688K	Buy	5,641 +845	+18%	+$109K	0.76%	23
2024 Q4	$617K	Buy	+4,796	New	+$621K	0.67%	29

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

Legacy Solutions LLC's ITOT Position: Q2 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 27% in Q2 2026, buying an estimated $323K and bringing the position to 9,463 shares worth $1.55M. The position accounts for 1.26% of the portfolio, ranked #17.

Legacy Solutions LLC first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Legacy Solutions LLC held 9,463 shares of iShares Core S&P Total US Stock Market ETF worth $1.55M as of Q2 2026.
Legacy Solutions LLC bought 2,038 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $323K.
iShares Core S&P Total US Stock Market ETF made up 1.26% of Legacy Solutions LLC's portfolio in Q2 2026, its #17 holding.
Legacy Solutions LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.