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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Seven Springs Wealth Group's ITOT Position: Q1 2026 in Review

Seven Springs Wealth Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.6% in Q1 2026, buying an estimated $1.49K and bringing the position to 1,675 shares worth $239K. 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 9 quarters since. The position peaked at $1.75M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Seven Springs Wealth Group held 1,675 shares of iShares Core S&P Total US Stock Market ETF worth $239K as of Q1 2026.
Seven Springs Wealth Group bought 10 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.49K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Seven Springs Wealth Group's portfolio in Q1 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 9 quarters since.
Seven Springs Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.75M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.