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

Rollins 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	$10.8M	Sell	75,939 -2,109	-3%	-$314K	1.71%	14
2025 Q4	$11.6M	Sell	78,048 -2,487	-3%	-$367K	1.7%	15
2025 Q3	$11.7M	Sell	80,535 -120	-0.1%	-$16.8K	1.78%	14
2025 Q2	$10.9M	Sell	80,655 -2,797	-3%	-$349K	1.74%	14
2025 Q1	$10.2M	Sell	83,452 -4,463	-5%	-$575K	1.77%	13
2024 Q4	$11.3M	Sell	87,915 -2,082	-2%	-$270K	1.77%	12
2024 Q3	$11.3M	Sell	89,997 -1,854	-2%	-$224K	1.88%	12
2024 Q2	$10.9M	Sell	91,851 -1,707	-2%	-$196K	1.87%	11
2024 Q1	$10.8M	Sell	93,558 -4,634	-5%	-$508K	2.03%	11
2023 Q4	$10.3M	Buy	+98,192	New	+$9.62M	2.16%	11

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

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

Rollins Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q1 2026, selling an estimated $314K and leaving 75,939 shares worth $10.8M. The position accounts for 1.71% of the portfolio, ranked #14.

Rollins Financial Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Rollins Financial Advisors held 75,939 shares of iShares Core S&P Total US Stock Market ETF worth $10.8M as of Q1 2026.
Rollins Financial Advisors sold 2,109 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $314K.
iShares Core S&P Total US Stock Market ETF made up 1.71% of Rollins Financial Advisors's portfolio in Q1 2026, its #14 holding.
Rollins Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $11.7M in Q3 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 Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.