Sound Stewardship’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sound Stewardship’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	$928K	Sell	5,652 -63	-1%	-$10K	0.38%	33
2026 Q1	$814K	Sell	5,715 -359	-6%	-$53.4K	0.37%	33
2025 Q4	$903K	Buy	6,074 +59	+1%	+$8.71K	0.43%	32
2025 Q3	$876K	Sell	6,015 -477	-7%	-$66.9K	0.42%	35
2025 Q2	$877K	Sell	6,492 -334	-5%	-$41.7K	0.45%	33
2025 Q1	$833K	Sell	6,826 -18	-0.3%	-$2.32K	0.47%	33
2024 Q4	$880K	Sell	6,844 -597	-8%	-$77.3K	0.52%	32
2024 Q3	$935K	Sell	7,441 -539	-7%	-$65.3K	0.52%	32
2024 Q2	$948K	Sell	7,980 -44	-0.5%	-$5.05K	0.58%	32
2024 Q1	$925K	Sell	8,024 -177	-2%	-$19.4K	0.56%	32
2023 Q4	$863K	Sell	8,201 -576	-7%	-$56.4K	0.57%	35
2023 Q3	$827K	Sell	8,777 -39	-0.4%	-$3.83K	0.56%	35
2023 Q2	$863K	Sell	8,816 -493	-5%	-$45.6K	0.57%	34
2023 Q1	$843K	Sell	9,309 -10	-0.1%	-$888	0.57%	35
2022 Q4	$790K	Buy	+9,319	New	+$795K	0.58%	36

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

Sound Stewardship's ITOT Position: Q2 2026 in Review

Sound Stewardship reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $10K and leaving 5,652 shares worth $928K. The position accounts for 0.38% of the portfolio, ranked #33.

Sound Stewardship first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $948K in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sound Stewardship held 5,652 shares of iShares Core S&P Total US Stock Market ETF worth $928K as of Q2 2026.
Sound Stewardship sold 63 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10K.
iShares Core S&P Total US Stock Market ETF made up 0.38% of Sound Stewardship's portfolio in Q2 2026, its #33 holding.
Sound Stewardship first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's iShares Core S&P Total US Stock Market ETF position peaked at $948K in Q2 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.