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

Sovereign 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	$1.66M	Sell	10,085 -127	-1%	-$20.2K	0.25%	68
2026 Q1	$1.45M	Buy	10,212 +7	+0.1%	+$1.04K	0.25%	72
2025 Q4	$1.52M	Buy	10,205 +30	+0.3%	+$4.43K	0.26%	66
2025 Q3	$1.48M	Buy	10,175 +10	+0.1%	+$1.4K	0.28%	65
2025 Q2	$1.37M	Sell	10,165 -38	-0.4%	-$4.74K	0.28%	67
2025 Q1	$1.24M	Sell	10,203 -9	-0.1%	-$1.16K	0.29%	67
2024 Q4	$1.31M	Buy	10,212 +7	+0.1%	+$906	0.3%	68
2024 Q3	$1.28M	Sell	10,205 -43	-0.4%	-$5.21K	0.3%	67
2024 Q2	$1.22M	Sell	10,248 -213	-2%	-$24.4K	0.3%	64
2024 Q1	$1.21M	Sell	10,461 -94	-0.9%	-$10.3K	0.32%	63
2023 Q4	$1.11M	Buy	10,555 +7,265	+221%	+$712K	0.34%	63
2023 Q3	$310K	Sell	3,290 -425	-11%	-$41.8K	0.11%	172
2023 Q2	$363K	Buy	3,715 +754	+25%	+$69.7K	0.12%	168
2023 Q1	$268K	Buy	2,961 +167	+6%	+$14.8K	0.1%	185
2022 Q4	$237K	Buy	+2,794	New	+$238K	0.09%	192

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

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

Sovereign Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $20.2K and leaving 10,085 shares worth $1.66M. The position accounts for 0.25% of the portfolio, ranked #68.

Sovereign Financial Group first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sovereign Financial Group held 10,085 shares of iShares Core S&P Total US Stock Market ETF worth $1.66M as of Q2 2026.
Sovereign Financial Group sold 127 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $20.2K.
iShares Core S&P Total US Stock Market ETF made up 0.25% of Sovereign Financial Group's portfolio in Q2 2026, its #68 holding.
Sovereign Financial Group 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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