My Personal CFO LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

My Personal CFO LLC’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	$2.02M	Hold	12,287	–	–	0.79%	37
2026 Q1	$1.75M	Hold	12,287	–	–	0.77%	34
2025 Q4	$1.83M	Buy	+12,287	New	+$1.81M	0.76%	34
2025 Q3	–	Sell	-12,287	Closed	-$1.66M	–	129
2025 Q2	$1.66M	Hold	12,287	–	–	0.75%	34
2025 Q1	$1.5M	Buy	12,287 +320	+3%	+$41.2K	0.76%	34
2024 Q4	$1.54M	Hold	11,967	–	–	0.79%	34
2024 Q3	$1.5M	Hold	11,967	–	–	0.82%	34
2024 Q2	$1.42M	Hold	11,967	–	–	0.76%	33
2024 Q1	$1.38M	Hold	11,967	–	–	0.8%	36
2023 Q4	$1.26M	Hold	11,967	–	–	0.82%	33
2023 Q3	$1.13M	Hold	11,967	–	–	0.91%	33
2023 Q2	$1.17M	Hold	11,967	–	–	0.92%	32
2023 Q1	$1.08M	Hold	11,967	–	–	0.92%	30
2022 Q4	$1.01M	Hold	11,967	–	–	0.94%	27
2022 Q3	$952K	Sell	11,967 -256	-2%	-$22.6K	1.45%	20
2022 Q2	$1.02M	Hold	12,223	–	–	1.31%	22
2022 Q1	$1.23M	Hold	12,223	–	–	1.28%	20
2021 Q4	$1.31M	Buy	+12,223	New	+$1.28M	1.14%	23

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

My Personal CFO LLC's ITOT Position: Q2 2026 in Review

My Personal CFO LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 12,287 shares worth $2.02M. The position accounts for 0.79% of the portfolio, ranked #37.

My Personal CFO LLC first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

My Personal CFO LLC held 12,287 shares of iShares Core S&P Total US Stock Market ETF worth $2.02M as of Q2 2026.
My Personal CFO LLC 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 My Personal CFO LLC's portfolio in Q2 2026, its #37 holding.
My Personal CFO LLC 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.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.