SWM
ITOT icon

SFG Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SFG Wealth Management’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 		$3.5M Sell
21,290
-478
-2% -$75.9K 1.26% 14
2026
Q1 		$3.1M Buy
21,768
+84
+0.4% +$12.5K 1.28% 13
2025
Q4 		$3.22M Buy
21,684
+58
+0.3% +$8.56K 1.27% 12
2025
Q3 		$3.15M Sell
21,626
-5,395
-20% -$757K 1.36% 12
2025
Q2 		$3.65M Buy
27,021
+13,498
+100% +$1.68M 2.2% 7
2025
Q1 		$1.65M Sell
13,523
-335
-2% -$43.2K 0.81% 26
2024
Q4 		$1.78M Sell
13,858
-164
-1% -$21.2K 0.94% 19
2024
Q3 		$1.76M Sell
14,022
-622
-4% -$75.3K 0.93% 19
2024
Q2 		$1.74M Sell
14,644
-132
-0.9% -$15.2K 0.99% 18
2024
Q1 		$1.7M Sell
14,776
-425
-3% -$46.6K 1.01% 18
2023
Q4 		$1.6M Sell
15,201
-633
-4% -$62K 1.06% 18
2023
Q3 		$1.49M Sell
15,834
-145
-0.9% -$14.2K 1.18% 14
2023
Q2 		$1.56M Sell
15,979
-868
-5% -$80.2K 1.31% 13
2023
Q1 		$1.53M Sell
16,847
-275
-2% -$24.4K 1.69% 10
2022
Q4 		$1.45M Sell
17,122
-8,581
-33% -$732K 1.79% 9
2022
Q3 		$2.04M Sell
25,703
-4,131
-14% -$365K 2.76% 9
2022
Q2 		$2.5M Sell
29,834
-1,800
-6% -$164K 2.91% 8
2022
Q1 		$3.19M Sell
31,634
-8,019
-20% -$800K 2.99% 8
2021
Q4 		$4.24M Buy
+39,653
New +$4.14M 3.77% 6

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

SFG Wealth Management's ITOT Position: Q2 2026 in Review

SFG Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, selling an estimated $75.9K and leaving 21,290 shares worth $3.5M. The position accounts for 1.26% of the portfolio, ranked #14.

SFG Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q4 2021. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • SFG Wealth Management held 21,290 shares of iShares Core S&P Total US Stock Market ETF worth $3.5M as of Q2 2026.
  • SFG Wealth Management sold 478 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $75.9K.
  • iShares Core S&P Total US Stock Market ETF made up 1.26% of SFG Wealth Management's portfolio in Q2 2026, its #14 holding.
  • SFG Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.24M in Q4 2021.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.