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

Snider Financial Group’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	$3.14M	Buy	19,104 +3	+0%	+$476	0.8%	36
2026 Q1	$2.72M	Buy	19,101 +520	+3%	+$77.3K	0.82%	35
2025 Q4	$2.76M	Sell	18,581 -978	-5%	-$144K	0.74%	37
2025 Q3	$2.85M	Buy	19,559 +399	+2%	+$56K	0.78%	39
2025 Q2	$2.59M	Sell	19,160 -890	-4%	-$111K	0.75%	37
2025 Q1	$2.45M	Sell	20,050 -944	-4%	-$122K	0.79%	37
2024 Q4	$2.7M	Sell	20,994 -202	-1%	-$26.2K	0.84%	36
2024 Q3	$2.66M	Buy	21,196 +396	+2%	+$47.9K	0.97%	36
2024 Q2	$2.47M	Sell	20,800 -965	-4%	-$111K	0.95%	37
2024 Q1	$2.51M	Buy	21,765 +186	+0.9%	+$20.4K	1.05%	30
2023 Q4	$2.27M	Sell	21,579 -468	-2%	-$45.9K	1.05%	29
2023 Q3	$2.08M	Sell	22,047 -892	-4%	-$87.7K	1%	31
2023 Q2	$2.24M	Buy	22,939 +4,425	+24%	+$409K	1.07%	31
2023 Q1	$1.68M	Sell	18,514 -245	-1%	-$21.8K	0.89%	34
2022 Q4	$1.59M	Sell	18,759 -421	-2%	-$35.9K	0.88%	35
2022 Q3	$1.61M	Sell	19,180 -70,641	-79%	-$6.25M	0.88%	35
2022 Q2	$7.53M	Sell	89,821 -7,340	-8%	-$669K	4.1%	7
2022 Q1	$9.81M	Sell	97,161 -8,586	-8%	-$856K	4.46%	7
2021 Q4	$11.4M	Buy	105,747 +1,228	+1%	+$128K	4.83%	6
2021 Q3	$11M	Buy	104,519 +681	+0.7%	+$68.9K	4.78%	6
2021 Q2	$10.2M	Buy	+103,838	New	+$9.99M	4.82%	5

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

Snider Financial Group's ITOT Position: Q2 2026 in Review

Snider Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q2 2026, buying an estimated $476 and bringing the position to 19,104 shares worth $3.14M. The position accounts for 0.8% of the portfolio, ranked #36.

Snider Financial Group first reported a position in ITOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.4M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Snider Financial Group held 19,104 shares of iShares Core S&P Total US Stock Market ETF worth $3.14M as of Q2 2026.
Snider Financial Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.8% of Snider Financial Group's portfolio in Q2 2026, its #36 holding.
Snider Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
Snider Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $11.4M in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.