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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.37M Sell
14,423
-203
-1% -$32.2K 0.33% 57
2026
Q1
$2.08M Buy
14,626
+2,268
+18% +$337K 0.33% 58
2025
Q4
$1.84M Buy
12,358
+509
+4% +$75.1K 0.29% 59
2025
Q3
$1.73M Sell
11,849
-201
-2% -$28.2K 0.28% 59
2025
Q2
$1.63M Buy
12,050
+1,440
+14% +$180K 0.29% 57
2025
Q1
$1.29M Buy
10,610
+7,219
+213% +$930K 0.26% 64
2024
Q4
$436K Sell
3,391
-15
-0.4% -$1.94K 0.09% 108
2024
Q3
$428K Buy
+3,406
New +$412K 0.09% 102
2024
Q2
Sell
-3,902
Closed -$450K 176
2024
Q1
$450K Buy
+3,902
New +$428K 0.1% 112

Other funds holding ITOT

Security Financial Services's ITOT Position: Q2 2026 in Review

Security Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, selling an estimated $32.2K and leaving 14,423 shares worth $2.37M. The position accounts for 0.33% of the portfolio, ranked #57.

Security Financial Services first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Security Financial Services held 14,423 shares of iShares Core S&P Total US Stock Market ETF worth $2.37M as of Q2 2026.
  • Security Financial Services sold 203 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.33% of Security Financial Services's portfolio in Q2 2026, its #57 holding.
  • Security Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 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 Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.