Sharp Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sharp Financial Services’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	$825K	Hold	5,025	–	–	0.38%	39
2026 Q1	$716K	Sell	5,025 -875	-15%	-$130K	0.35%	38
2025 Q4	$877K	Buy	5,900 +1,000	+20%	+$148K	0.44%	36
2025 Q3	$714K	Hold	4,900	–	–	0.39%	40
2025 Q2	$662K	Buy	+4,900	New	+$611K	0.43%	32

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

Sharp Financial Services's ITOT Position: Q2 2026 in Review

Sharp Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,025 shares worth $825K. The position accounts for 0.38% of the portfolio, ranked #39.

Sharp Financial Services first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $877K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sharp Financial Services held 5,025 shares of iShares Core S&P Total US Stock Market ETF worth $825K as of Q2 2026.
Sharp Financial Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.38% of Sharp Financial Services's portfolio in Q2 2026, its #39 holding.
Sharp Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
Sharp Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $877K in Q4 2025.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.