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

PlanVest Financial’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 		$1.64K Hold
10
– – ﹤0.01% 525
2026
Q1 		$1.42K Buy
+10
New +$1.49K ﹤0.01% 503

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

PlanVest Financial's ITOT Position: Q2 2026 in Review

PlanVest Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 10 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

PlanVest Financial first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,657 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • PlanVest Financial held 10 shares of iShares Core S&P Total US Stock Market ETF worth $1.64K as of Q2 2026.
  • PlanVest Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #525 holding.
  • PlanVest Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,657 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.