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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Resurgent Financial Advisors's ITOT Position: Q1 2026 in Review

Resurgent Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q1 2026, buying an estimated $595 and bringing the position to 4,493 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #105.

Resurgent Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $667K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Resurgent Financial Advisors held 4,493 shares of iShares Core S&P Total US Stock Market ETF worth $640K as of Q1 2026.
Resurgent Financial Advisors bought 4 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $595.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Resurgent Financial Advisors's portfolio in Q1 2026, its #105 holding.
Resurgent Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $667K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.