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

Resurgent Financial Advisors’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
-4,493
Closed -$640K – 327
2026
Q1 		$640K Buy
4,493
+4
+0.1% +$595 0.23% 105
2025
Q4 		$667K Hold
4,489
– – 0.33% 84
2025
Q3 		$654K Hold
4,489
– – 0.32% 90
2025
Q2 		$606K Sell
4,489
-1
-0% -$125 0.33% 87
2025
Q1 		$548K Hold
4,490
– – 0.33% 83
2024
Q4 		$578K Hold
4,490
– – 0.34% 88
2024
Q3 		$564K Hold
4,490
– – 0.33% 85
2024
Q2 		$533K Hold
4,490
– – 0.33% 91
2024
Q1 		$518K Buy
4,490
+30
+0.7% +$3.29K 0.28% 103
2023
Q4 		$469K Sell
4,460
-976
-18% -$95.6K 0.29% 91
2023
Q3 		$512K Sell
5,436
-223
-4% -$21.9K 0.35% 76
2023
Q2 		$554K Buy
5,659
+1,111
+24% +$103K 0.37% 72
2023
Q1 		$412K Sell
4,548
-2,450
-35% -$218K 0.27% 86
2022
Q4 		$593K Sell
6,998
-467
-6% -$39.9K 0.31% 78
2022
Q3 		$594K Buy
7,465
+204
+3% +$18K 0.4% 77
2022
Q2 		$608K Buy
7,261
+1,191
+20% +$109K 0.39% 77
2022
Q1 		$613K Buy
6,070
+270
+5% +$26.9K 0.38% 74
2021
Q4 		$620K Buy
+5,800
New +$606K 0.49% 60

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

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

Resurgent Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 4,493 shares — an estimated $640K sold.

Resurgent Financial Advisors first reported a position in ITOT in Q4 2021 and held it in 18 quarters. The position peaked at $667K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 4,493 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $640K.
  • Resurgent Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 18 quarters.
  • Resurgent Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $667K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.