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

Morling 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
Q1 		$2.47M Sell
17,367
-111
-0.6% -$16.5K 0.76% 17
2025
Q4 		$2.6M Buy
17,478
+129
+0.7% +$19K 0.82% 17
2025
Q3 		$2.53M Hold
17,349
– – 0.84% 17
2025
Q2 		$2.34M Sell
17,349
-26,240
-60% -$3.27M 0.77% 18
2025
Q1 		$5.32M Sell
43,589
-263
-0.6% -$33.9K 1.83% 14
2024
Q4 		$5.64M Sell
43,852
-100
-0.2% -$12.9K 1.97% 13
2024
Q3 		$5.52M Hold
43,952
– – 2.1% 13
2024
Q2 		$5.22M Sell
43,952
-7,269
-14% -$834K 2.28% 13
2024
Q1 		$5.91M Buy
51,221
+1,686
+3% +$185K 3.38% 10
2023
Q4 		$5.21M Buy
49,535
+5
+0% +$490 4.21% 8
2023
Q3 		$4.67M Buy
49,530
+5
+0% +$491 4.62% 7
2023
Q2 		$4.85M Sell
49,525
-243
-0.5% -$22.5K 4.66% 8
2023
Q1 		$4.51M Sell
49,768
-762
-2% -$67.7K 4.86% 8
2022
Q4 		$4.28M Buy
50,530
+7,148
+16% +$610K 5.46% 6
2022
Q3 		$3.45M Sell
43,382
-7,535
-15% -$666K 4.7% 8
2022
Q2 		$4.27M Buy
50,917
+3,216
+7% +$293K 5.57% 8
2022
Q1 		$4.82M Buy
47,701
+47,092
+7,733% +$4.7M 6.09% 5
2021
Q4 		$65K Buy
+609
New +$63.7K 0.06% 64

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Morling Financial Advisors's ITOT Position: Q1 2026 in Review

Morling Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.64% in Q1 2026, selling an estimated $16.5K and leaving 17,367 shares worth $2.47M. The position accounts for 0.76% of the portfolio, ranked #17.

Morling Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.91M in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Morling Financial Advisors held 17,367 shares of iShares Core S&P Total US Stock Market ETF worth $2.47M as of Q1 2026.
  • Morling Financial Advisors sold 111 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $16.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.76% of Morling Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Morling Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $5.91M in Q1 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.