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

Level 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
2026 Q2	$545K	Buy	3,318 +2	+0.1%	+$317	0.12%	66
2026 Q1	$472K	Buy	3,316 +1	+0%	+$149	0.12%	65
2025 Q4	$493K	Buy	3,315 +2	+0.1%	+$295	0.13%	65
2025 Q3	$483K	Buy	3,313 +2	+0.1%	+$280	0.14%	67
2025 Q2	$447K	Buy	3,311 +1	+0%	+$125	0.14%	66
2025 Q1	$404K	Buy	3,310 +2	+0.1%	+$258	0.14%	68
2024 Q4	$425K	Buy	3,308 +575	+21%	+$74.5K	0.16%	59
2024 Q3	$343K	Hold	2,733	–	–	0.13%	61
2024 Q2	$325K	Hold	2,733	–	–	0.14%	57
2024 Q1	$315K	Hold	2,733	–	–	0.14%	57
2023 Q4	$288K	Hold	2,733	–	–	0.14%	56
2023 Q3	$257K	Hold	2,733	–	–	0.14%	52
2023 Q2	$267K	Hold	2,733	–	–	0.15%	51
2023 Q1	$247K	Hold	2,733	–	–	0.15%	50
2022 Q4	$232K	Sell	2,733 -480	-15%	-$41K	0.15%	48
2022 Q3	$256K	Hold	3,213	–	–	0.19%	43
2022 Q2	$269K	Hold	3,213	–	–	0.2%	40
2022 Q1	$324K	Hold	3,213	–	–	0.25%	33
2021 Q4	$344K	Buy	+3,213	New	+$336K	0.26%	33

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

Level Financial Advisors's ITOT Position: Q2 2026 in Review

Level Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q2 2026, buying an estimated $317 and bringing the position to 3,318 shares worth $545K. The position accounts for 0.12% of the portfolio, ranked #66.

Level Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Level Financial Advisors held 3,318 shares of iShares Core S&P Total US Stock Market ETF worth $545K as of Q2 2026.
Level Financial Advisors bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Level Financial Advisors's portfolio in Q2 2026, its #66 holding.
Level Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 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 Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.