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Lugano Financial Advisors SA (LFA)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$81.6K Hold
497
– – 0.05% 129
2026
Q1 		$70.8K Hold
497
– – 0.04% 127
2025
Q4 		$73.9K Hold
497
– – 0.04% 134
2025
Q3 		$72.4K Hold
497
– – 0.04% 125
2025
Q2 		$67.1K Buy
+497
New +$62K 0.04% 127

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

Lugano Financial Advisors SA (LFA)'s ITOT Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 497 shares worth $81.6K. The position accounts for 0.05% of the portfolio, ranked #129.

Lugano Financial Advisors SA (LFA) first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 497 shares of iShares Core S&P Total US Stock Market ETF worth $81.6K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #129 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.