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

Legend Financial Advisors’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
2025
Q3 		– Sell
-3
Closed -$405 – 96
2025
Q2 		$405 Buy
+3
New +$374 ﹤0.01% 166
2025
Q1 		– Sell
-3
Closed -$386 – 136
2024
Q4 		$386 Buy
+3
New +$388 ﹤0.01% 230
2022
Q4 		– Sell
-548
Closed -$43.6K – 253
2022
Q3 		$43.6K Buy
+548
New +$48.5K 0.04% 69

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Legend Financial Advisors's ITOT Position: Q3 2025 in Review

Legend Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 3 shares — an estimated $405 sold.

Legend Financial Advisors first reported a position in ITOT in Q3 2022 and held it in 3 quarters. The position peaked at $43.6K in Q3 2022. 1,521 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Legend Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 3 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $405.
  • Legend Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $43.6K in Q3 2022.
  • 1,521 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.