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

OneAscent Financial Services’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	–	Sell	-1,712	Closed	-$244K	–	629
2026 Q1	$244K	Buy	+1,712	New	+$255K	0.01%	519
2023 Q4	–	Sell	-2,500	Closed	-$237K	–	381
2023 Q3	$237K	Buy	+2,500	New	+$246K	0.06%	222
2023 Q2	–	Sell	-2,275	Closed	-$206K	–	168
2023 Q1	$206K	Buy	+2,275	New	+$202K	0.08%	166
2022 Q3	–	Sell	-3,176	Closed	-$266K	–	226
2022 Q2	$266K	Buy	+3,176	New	+$289K	0.12%	162

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

OneAscent Financial Services's ITOT Position: Q2 2026 in Review

OneAscent Financial Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 1,712 shares — an estimated $244K sold.

OneAscent Financial Services first reported a position in ITOT in Q2 2022 and held it in 4 quarters. The position peaked at $266K in Q2 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

OneAscent Financial Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Financial Services sold 1,712 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $244K.
OneAscent Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 4 quarters.
OneAscent Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $266K in Q2 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.