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

Phillips Financial Management’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
Q1 		$2.02M Sell
14,215
-2,636
-16% -$392K 0.15% 77
2025
Q4 		$2.51M Buy
16,851
+35
+0.2% +$5.17K 0.16% 74
2025
Q3 		$2.45M Sell
16,816
-729
-4% -$102K 0.16% 73
2025
Q2 		$2.37M Sell
17,545
-198
-1% -$24.7K 0.17% 73
2025
Q1 		$2.16M Sell
17,743
-601
-3% -$77.5K 0.17% 76
2024
Q4 		$2.36M Sell
18,344
-2,536
-12% -$328K 0.19% 72
2024
Q3 		$2.62M Buy
20,880
+990
+5% +$120K 0.2% 72
2024
Q2 		$2.36M Sell
19,890
-2,745
-12% -$315K 0.19% 77
2024
Q1 		$2.61M Sell
22,635
-800
-3% -$87.7K 0.21% 74
2023
Q4 		$2.47M Sell
23,435
-793
-3% -$77.7K 0.21% 76
2023
Q3 		$2.28M Sell
24,228
-633
-3% -$62.2K 0.22% 75
2023
Q2 		$2.43M Sell
24,861
-1,068
-4% -$98.7K 0.23% 74
2023
Q1 		$2.35M Sell
25,929
-3,680
-12% -$327K 0.23% 73
2022
Q4 		$2.51M Sell
29,609
-2,180
-7% -$186K 0.26% 69
2022
Q3 		$2.53M Sell
31,789
-1,686
-5% -$149K 0.28% 64
2022
Q2 		$2.81M Sell
33,475
-2,097
-6% -$191K 0.3% 63
2022
Q1 		$3.59M Buy
35,572
+322
+0.9% +$32.1K 0.34% 52
2021
Q4 		$3.77M Buy
35,250
+2,047
+6% +$214K 0.37% 46
2021
Q3 		$3.27M Buy
33,203
+1,171
+4% +$118K 0.34% 50
2021
Q2 		$3.16M Buy
32,032
+968
+3% +$93.1K 0.33% 49
2021
Q1 		$2.85M Buy
31,064
+1,370
+5% +$123K 0.35% 49
2020
Q4 		$2.56M Buy
29,694
+1,532
+5% +$124K 0.35% 48
2020
Q3 		$2.13M Buy
28,162
+2,865
+11% +$214K 0.33% 52
2020
Q2 		$1.76M Buy
25,297
+3,098
+14% +$203K 0.29% 54
2020
Q1 		$1.21M Buy
22,199
+1,327
+6% +$91.1K 0.24% 58
2019
Q4 		$1.52M Buy
20,872
+3,574
+21% +$249K 0.25% 56
2019
Q3 		$1.16M Buy
17,298
+1,646
+11% +$110K 0.2% 60
2019
Q2 		$1.05M Sell
15,652
-1,677
-10% -$110K 0.19% 64
2019
Q1 		$1.13M Buy
17,329
+557
+3% +$34.5K 0.22% 61
2018
Q4 		$952K Buy
16,772
+1,171
+8% +$71.9K 0.2% 62
2018
Q3 		$1.04M Sell
15,601
-333
-2% -$21.8K 0.21% 55
2018
Q2 		$999K Buy
15,934
+891
+6% +$55.4K 0.21% 55
2018
Q1 		$897K Sell
15,043
-853
-5% -$53.3K 0.19% 57
2017
Q4 		$994K Buy
15,896
+1,899
+14% +$113K 0.21% 56
2017
Q3 		$807K Buy
13,997
+487
+4% +$27.5K 0.18% 61
2017
Q2 		$766K Buy
13,510
+858
+7% +$47.1K 0.18% 61
2017
Q1 		$673K Buy
12,652
+1,959
+18% +$104K 0.16% 61
2016
Q4 		$558K Sell
10,693
-131
-1% -$6.55K 0.14% 63
2016
Q3 		$527K Buy
+10,824
New +$534K 0.14% 60

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Phillips Financial Management's ITOT Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q1 2026, selling an estimated $392K and leaving 14,215 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #77.

Phillips Financial Management first reported a position in ITOT in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.77M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Phillips Financial Management held 14,215 shares of iShares Core S&P Total US Stock Market ETF worth $2.02M as of Q1 2026.
  • Phillips Financial Management sold 2,636 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $392K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Phillips Financial Management's portfolio in Q1 2026, its #77 holding.
  • Phillips Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 39 quarters since.
  • Phillips Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.77M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.