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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
Q2 		$2.85M Hold
17,367
– – 0.79% 17
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 $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

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

Morling Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 17,367 shares worth $2.85M. The position accounts for 0.79% of the portfolio, ranked #17.

Morling Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.91M in Q1 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Morling Financial Advisors held 17,367 shares of iShares Core S&P Total US Stock Market ETF worth $2.85M as of Q2 2026.
  • Morling Financial Advisors 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 0.79% of Morling Financial Advisors's portfolio in Q2 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 19 quarters since.
  • Morling Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $5.91M in Q1 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.