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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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. 455 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.
  • 455 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.