Oxford Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.6M | Hold |
25,259
| – | – | 0.19% | 44 |
|
|
2025
Q4 | $3.76M | Sell |
25,259
-108
| -0.4% | -$15.9K | 0.21% | 41 |
|
|
2025
Q3 | $3.69M | Sell |
25,367
-2,252
| -8% | -$316K | 0.21% | 41 |
|
|
2025
Q2 | $3.73M | Buy |
27,619
+247
| +0.9% | +$30.8K | 0.22% | 40 |
|
|
2025
Q1 | $3.34M | Hold |
27,372
| – | – | 0.23% | 40 |
|
|
2024
Q4 | $3.52M | Buy |
27,372
+5,660
| +26% | +$733K | 0.23% | 41 |
|
|
2024
Q3 | $2.73M | Sell |
21,712
-17
| -0.1% | -$2.06K | 0.17% | 47 |
|
|
2024
Q2 | $2.58M | Buy |
21,729
+3,382
| +18% | +$388K | 0.17% | 48 |
|
|
2024
Q1 | $2.12M | Hold |
18,347
| – | – | 0.15% | 48 |
|
|
2023
Q4 | $1.93M | Hold |
18,347
| – | – | 0.14% | 51 |
|
|
2023
Q3 | $1.73M | Hold |
18,347
| – | – | 0.15% | 48 |
|
|
2023
Q2 | $1.8M | Hold |
18,347
| – | – | 0.17% | 48 |
|
|
2023
Q1 | $1.66M | Hold |
18,347
| – | – | 0.19% | 45 |
|
|
2022
Q4 | $1.56M | Hold |
18,347
| – | – | 0.18% | 46 |
|
|
2022
Q3 | $1.46M | Hold |
18,347
| – | – | 0.22% | 43 |
|
|
2022
Q2 | $1.54M | Hold |
18,347
| – | – | 0.23% | 44 |
|
|
2022
Q1 | $1.85M | Hold |
18,347
| – | – | 0.23% | 43 |
|
|
2021
Q4 | $1.96M | Hold |
18,347
| – | – | 0.22% | 44 |
|
|
2021
Q3 | $1.8M | Buy |
18,347
+27
| +0.1% | +$2.73K | 0.23% | 40 |
|
|
2021
Q2 | $1.81M | Hold |
18,320
| – | – | 0.24% | 40 |
|
|
2021
Q1 | $1.68M | Hold |
18,320
| – | – | 0.23% | 40 |
|
|
2020
Q4 | $1.58M | Hold |
18,320
| – | – | 0.23% | 42 |
|
|
2020
Q3 | $1.38M | Hold |
18,320
| – | – | 0.22% | 41 |
|
|
2020
Q2 | $1.27M | Hold |
18,320
| – | – | 0.22% | 43 |
|
|
2020
Q1 | $1.05M | Hold |
18,320
| – | – | 0.21% | 50 |
|
|
2019
Q4 | $1.33M | Hold |
18,320
| – | – | 0.37% | 31 |
|
|
2019
Q3 | $1.23M | Hold |
18,320
| – | – | 0.39% | 30 |
|
|
2019
Q2 | $1.22M | Hold |
18,320
| – | – | 0.4% | 27 |
|
|
2019
Q1 | $1.18M | Hold |
18,320
| – | – | 0.42% | 27 |
|
|
2018
Q4 | $1.04M | Hold |
18,320
| – | – | 0.34% | 24 |
|
|
2018
Q3 | $1.22M | Hold |
18,320
| – | – | 0.57% | 15 |
|
|
2018
Q2 | $1.15M | Hold |
18,320
| – | – | 0.59% | 16 |
|
|
2018
Q1 | $1.11M | Hold |
18,320
| – | – | 0.63% | 16 |
|
|
2017
Q4 | $1.12M | Hold |
18,320
| – | – | 0.77% | 13 |
|
|
2017
Q3 | $1.06M | Hold |
18,320
| – | – | 0.72% | 15 |
|
|
2017
Q2 | $1.01M | Hold |
18,320
| – | – | 0.78% | 13 |
|
|
2017
Q1 | $990K | Hold |
18,320
| – | – | 0.86% | 12 |
|
|
2016
Q4 | $940K | Buy |
+18,320
| New | +$917K | 0.87% | 12 |
|
Other funds holding ITOT
FPAS
Oxford Financial Group's ITOT Position: Q1 2026 in Review
Oxford Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 25,259 shares worth $3.6M. The position accounts for 0.19% of the portfolio, ranked #44.
Oxford Financial Group first reported a position in ITOT in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.76M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Oxford Financial Group held 25,259 shares of iShares Core S&P Total US Stock Market ETF worth $3.6M as of Q1 2026.
- Oxford Financial Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.19% of Oxford Financial Group's portfolio in Q1 2026, its #44 holding.
- Oxford Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
- Oxford Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.76M in Q4 2025.
- 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.