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

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 751 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.
751 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.