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

Personal CFO 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 		– Sell
-2,236
Closed -$319K – 557
2026
Q1 		$319K Buy
+2,236
New +$332K 0.04% 356
2024
Q4 		– Sell
-4,247
Closed -$533K – 539
2024
Q3 		$533K Buy
4,247
+98
+2% +$11.9K 0.07% 250
2024
Q2 		$493K Buy
4,149
+306
+8% +$35.1K 0.08% 249
2024
Q1 		$443K Buy
3,843
+79
+2% +$8.66K 0.07% 283
2023
Q4 		$396K Buy
3,764
+67
+2% +$6.57K 0.07% 295
2023
Q3 		$348K Buy
3,697
+70
+2% +$6.88K 0.07% 290
2023
Q2 		$355K Buy
3,627
+186
+5% +$17.2K 0.07% 290
2023
Q1 		$312K Sell
3,441
-131
-4% -$11.6K 0.06% 300
2022
Q4 		$303K Buy
3,572
+61
+2% +$5.21K 0.06% 294
2022
Q3 		$279K Buy
3,511
+118
+3% +$10.4K 0.07% 267
2022
Q2 		$284K Buy
3,393
+31
+0.9% +$2.82K 0.07% 281
2022
Q1 		$339K Buy
+3,362
New +$335K 0.07% 287

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

Personal CFO Solutions's ITOT Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 2,236 shares — an estimated $319K sold.

Personal CFO Solutions first reported a position in ITOT in Q1 2022 and held it in 12 quarters. The position peaked at $533K in Q3 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 2,236 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $319K.
  • Personal CFO Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 12 quarters.
  • Personal CFO Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $533K in Q3 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.