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

SFMG Wealth Advisors’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	$649K	Sell	3,948 -3,591	-48%	-$570K	0.04%	164
2026 Q1	$1.07M	Buy	7,539 +34	+0.5%	+$5.06K	0.07%	110
2025 Q4	$1.12M	Sell	7,505 -14	-0.2%	-$2.07K	0.07%	104
2025 Q3	$1.1M	Buy	7,519 +176	+2%	+$24.7K	0.08%	103
2025 Q2	$992K	Buy	7,343 +10	+0.1%	+$1.25K	0.07%	106
2025 Q1	$895K	Buy	7,333 +56	+0.8%	+$7.22K	0.07%	110
2024 Q4	$936K	Buy	7,277 +13	+0.2%	+$1.68K	0.07%	102
2024 Q3	$913K	Buy	7,264 +90	+1%	+$10.9K	0.07%	99
2024 Q2	$852K	Sell	7,174 -13	-0.2%	-$1.49K	0.07%	98
2024 Q1	$829K	Buy	7,187 +35	+0.5%	+$3.84K	0.07%	102
2023 Q4	$753K	Buy	7,152 +62	+0.9%	+$6.08K	0.07%	105
2023 Q3	$668K	Sell	7,090 -1,163	-14%	-$114K	0.07%	107
2023 Q2	$808K	Buy	8,253 +1,406	+21%	+$130K	0.08%	97
2023 Q1	$620K	Buy	6,847 +7	+0.1%	+$621	0.07%	113
2022 Q4	$580K	Buy	6,840 +52	+0.8%	+$4.44K	0.06%	123
2022 Q3	$539K	Sell	6,788 -191	-3%	-$16.9K	0.06%	119
2022 Q2	$585K	Buy	6,979 +308	+5%	+$28.1K	0.07%	117
2022 Q1	$673K	Hold	6,671	–	–	0.07%	116
2021 Q4	$714K	Sell	6,671 -938	-12%	-$98K	0.07%	122
2021 Q3	$749K	Buy	7,609 +938	+14%	+$94.8K	0.08%	109
2021 Q2	$659K	Buy	6,671 +136	+2%	+$13.1K	0.07%	117
2021 Q1	$599K	Buy	6,535 +3,352	+105%	+$301K	0.07%	121
2020 Q4	$274K	Buy	3,183 +99	+3%	+$8.02K	0.03%	174
2020 Q3	$233K	Buy	+3,084	New	+$230K	0.03%	159

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

SFMG Wealth Advisors's ITOT Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 48% in Q2 2026, selling an estimated $570K and leaving 3,948 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #164.

SFMG Wealth Advisors first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.12M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

SFMG Wealth Advisors held 3,948 shares of iShares Core S&P Total US Stock Market ETF worth $649K as of Q2 2026.
SFMG Wealth Advisors sold 3,591 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $570K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #164 holding.
SFMG Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
SFMG Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.12M in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.