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

Shepherd Financial Partners’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	$425K	Hold	2,590	–	–	0.04%	179
2026 Q1	$369K	Buy	2,590 +140	+6%	+$20.8K	0.04%	185
2025 Q4	$364K	Hold	2,450	–	–	0.03%	186
2025 Q3	$357K	Hold	2,450	–	–	0.03%	186
2025 Q2	$331K	Hold	2,450	–	–	0.04%	192
2025 Q1	$299K	Hold	2,450	–	–	0.04%	186
2024 Q4	$315K	Hold	2,450	–	–	0.04%	173
2024 Q3	$308K	Hold	2,450	–	–	0.04%	179
2024 Q2	$291K	Hold	2,450	–	–	0.04%	181
2024 Q1	$282K	Hold	2,450	–	–	0.04%	187
2023 Q4	$258K	Buy	+2,450	New	+$240K	0.04%	186

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

Shepherd Financial Partners's ITOT Position: Q2 2026 in Review

Shepherd Financial Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,590 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #179.

Shepherd Financial Partners first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Shepherd Financial Partners held 2,590 shares of iShares Core S&P Total US Stock Market ETF worth $425K as of Q2 2026.
Shepherd Financial Partners 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 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #179 holding.
Shepherd Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.