OFS
ITOT icon

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

Opus Financial Solutions’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 		$800K Buy
+4,870
New +$773K 0.64% 40
2026
Q1 		– Sell
-4,870
Closed -$724K – 108
2025
Q4 		$724K Buy
+4,870
New +$719K 0.68% 37

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

Opus Financial Solutions's ITOT Position: Q2 2026 in Review

Opus Financial Solutions opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 4,870 shares worth $800K. The stake represents 0.64% of the portfolio and ranks #40 among its holdings. This is a return to the name: Opus Financial Solutions previously reported a position in ITOT as recently as Q4 2025.

Opus Financial Solutions first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Opus Financial Solutions held 4,870 shares of iShares Core S&P Total US Stock Market ETF worth $800K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Opus Financial Solutions position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.64% of Opus Financial Solutions's portfolio in Q2 2026, its #40 holding.
  • Opus Financial Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.