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 Q2	$12M	Sell	72,860 -3,079	-4%	-$489K	1.58%	17
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 $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

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

Rollins Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q2 2026, selling an estimated $489K and leaving 72,860 shares worth $12M. The position accounts for 1.58% of the portfolio, ranked #17.

Rollins Financial Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Rollins Financial Advisors held 72,860 shares of iShares Core S&P Total US Stock Market ETF worth $12M as of Q2 2026.
Rollins Financial Advisors sold 3,079 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $489K.
iShares Core S&P Total US Stock Market ETF made up 1.58% of Rollins Financial Advisors's portfolio in Q2 2026, its #17 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 11 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.