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

Sage Financial Group’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	$2.97M	Hold	18,108	–	–	0.16%	41
2026 Q1	$2.58M	Sell	18,108 -4	-0%	-$595	0.17%	38
2025 Q4	$2.69M	Sell	18,112 -809	-4%	-$119K	0.18%	38
2025 Q3	$2.76M	Buy	18,921 +400	+2%	+$56.1K	0.19%	35
2025 Q2	$2.5M	Sell	18,521 -4	-0%	-$499	0.18%	35
2025 Q1	$2.26M	Sell	18,525 -390	-2%	-$50.3K	0.18%	36
2024 Q4	$2.43M	Buy	18,915 +619	+3%	+$80.1K	0.2%	37
2024 Q3	$2.3M	Buy	18,296 +1	+0%	+$121	0.19%	38
2024 Q2	$2.17M	Buy	18,295 +766	+4%	+$87.9K	0.19%	38
2024 Q1	$2.02M	Hold	17,529	–	–	0.18%	39
2023 Q4	$1.84M	Sell	17,529 -160	-0.9%	-$15.7K	0.18%	40
2023 Q3	$1.67M	Buy	17,689 +9,027	+104%	+$887K	0.18%	39
2023 Q2	$847K	Buy	+8,662	New	+$801K	0.09%	50

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

Sage Financial Group's ITOT Position: Q2 2026 in Review

Sage Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 18,108 shares worth $2.97M. The position accounts for 0.16% of the portfolio, ranked #41.

Sage Financial Group first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sage Financial Group held 18,108 shares of iShares Core S&P Total US Stock Market ETF worth $2.97M as of Q2 2026.
Sage Financial Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Sage Financial Group's portfolio in Q2 2026, its #41 holding.
Sage Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 13 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 Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.