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

Magnus Financial Group’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	$233K	Buy	1,420 +3	+0.2%	+$476	0.02%	357
2026 Q1	$202K	Sell	1,417 -681	-32%	-$101K	0.02%	363
2025 Q4	$312K	Buy	2,098 +19	+0.9%	+$2.8K	0.02%	327
2025 Q3	$303K	Sell	2,079 -23	-1%	-$3.23K	0.02%	317
2025 Q2	$284K	Buy	2,102 +233	+12%	+$29.1K	0.02%	306
2025 Q1	$228K	Buy	1,869 +273	+17%	+$35.2K	0.02%	328
2024 Q4	$205K	Buy	+1,596	New	+$207K	0.02%	344
2024 Q3	–	Sell	-2,092	Closed	-$249K	–	347
2024 Q2	$249K	Buy	2,092 +5	+0.2%	+$574	0.03%	278
2024 Q1	$241K	Buy	2,087 +5	+0.2%	+$548	0.03%	281
2023 Q4	$219K	Buy	+2,082	New	+$204K	0.03%	270

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

Magnus Financial Group's ITOT Position: Q2 2026 in Review

Magnus Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.21% in Q2 2026, buying an estimated $476 and bringing the position to 1,420 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #357.

Magnus Financial Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $312K in Q4 2025. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Magnus Financial Group held 1,420 shares of iShares Core S&P Total US Stock Market ETF worth $233K as of Q2 2026.
Magnus Financial Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #357 holding.
Magnus Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Magnus Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $312K in Q4 2025.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.