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SFM LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SFM LLC’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 		$2.35M Buy
+14,284
New +$2.27M 1.2% 20

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
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

SFM LLC's ITOT Position: Q2 2026 in Review

SFM LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 14,284 shares worth $2.35M. The stake represents 1.2% of the portfolio and ranks #20 among its holdings.

643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • SFM LLC held 14,284 shares of iShares Core S&P Total US Stock Market ETF worth $2.35M as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new SFM LLC position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 1.2% of SFM LLC's portfolio in Q2 2026, its #20 holding.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.