Register Financial Advisors’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 Q2	$161K	Buy	979 +3	+0.3%	+$476	0.05%	245
2026 Q1	$139K	Buy	976 +2	+0.2%	+$297	0.05%	229
2025 Q4	$145K	Sell	974 -46	-5%	-$6.79K	0.06%	220
2025 Q3	$149K	Buy	1,020 +2	+0.2%	+$280	0.06%	216
2025 Q2	$137K	Sell	1,018 -10	-1%	-$1.25K	0.06%	214
2025 Q1	$125K	Buy	1,028 +1,002	+3,854%	+$129K	0.07%	201
2024 Q4	$3.38K	Hold	26	–	–	﹤0.01%	280
2024 Q3	$3.3K	Hold	26	–	–	﹤0.01%	285
2024 Q2	$3.11K	Buy	26 +7	+37%	+$803	﹤0.01%	635
2024 Q1	$2.21K	Sell	19 -28	-60%	-$3.07K	﹤0.01%	673
2023 Q4	$4.96K	Hold	47	–	–	﹤0.01%	267
2023 Q3	$4.43K	Buy	47 +13	+38%	+$1.28K	﹤0.01%	472
2023 Q2	$3.33K	Hold	34	–	–	﹤0.01%	475
2023 Q1	$3.08K	Hold	34	–	–	﹤0.01%	469
2022 Q4	$2.88K	Buy	+34	New	+$2.9K	﹤0.01%	716

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Register Financial Advisors's ITOT Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q2 2026, buying an estimated $476 and bringing the position to 979 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #245.

Register Financial Advisors first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Register Financial Advisors held 979 shares of iShares Core S&P Total US Stock Market ETF worth $161K as of Q2 2026.
Register Financial Advisors bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Register Financial Advisors's portfolio in Q2 2026, its #245 holding.
Register Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.