Seven Springs Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Seven Springs Wealth 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	$273K	Sell	1,665 -10	-0.6%	-$1.59K	0.06%	75
2026 Q1	$239K	Buy	1,675 +10	+0.6%	+$1.49K	0.06%	75
2025 Q4	$248K	Hold	1,665	–	–	0.07%	73
2025 Q3	$242K	Hold	1,665	–	–	0.06%	76
2025 Q2	$225K	Hold	1,665	–	–	0.06%	79
2025 Q1	$203K	Hold	1,665	–	–	0.07%	79
2024 Q4	$214K	Hold	1,665	–	–	0.08%	72
2024 Q3	$209K	Buy	+1,665	New	+$202K	0.08%	71
2022 Q4	–	Sell	-3,914	Closed	-$311K	–	61
2022 Q3	$311K	Buy	+3,914	New	+$346K	0.17%	46
2020 Q1	–	Sell	-24,000	Closed	-$1.75M	–	174
2019 Q4	$1.75M	Buy	+24,000	New	+$1.67M	1.18%	12

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

Seven Springs Wealth Group's ITOT Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.6% in Q2 2026, selling an estimated $1.59K and leaving 1,665 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #75.

Seven Springs Wealth Group first reported a position in ITOT in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.75M in Q4 2019. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Seven Springs Wealth Group held 1,665 shares of iShares Core S&P Total US Stock Market ETF worth $273K as of Q2 2026.
Seven Springs Wealth Group sold 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Seven Springs Wealth Group's portfolio in Q2 2026, its #75 holding.
Seven Springs Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
Seven Springs Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.75M in Q4 2019.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.