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

Sowa 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 		$2.49M Sell
15,183
-648
-4% -$103K 1.16% 11
2026
Q1 		$2.25M Sell
15,831
-806
-5% -$120K 1.12% 13
2025
Q4 		$2.47M Sell
16,637
-97
-0.6% -$14.3K 1.29% 12
2025
Q3 		$2.44M Buy
16,734
+10
+0.1% +$1.4K 1.37% 11
2025
Q2 		$2.26M Sell
16,724
-51
-0.3% -$6.36K 1.41% 11
2025
Q1 		$2.05M Sell
16,775
-227
-1% -$29.3K 1.34% 13
2024
Q4 		$2.19M Sell
17,002
-515
-3% -$66.7K 1.37% 14
2024
Q3 		$2.2M Sell
17,517
-897
-5% -$109K 1.39% 15
2024
Q2 		$2.19M Sell
18,414
-4,966
-21% -$570K 1.66% 15
2024
Q1 		$2.46M Hold
23,380
– – 2.01% 12
2023
Q4 		$2.46M Sell
23,380
-6,354
-21% -$623K 2.01% 12
2023
Q3 		$2.8M Sell
29,734
-1,631
-5% -$160K 2.1% 13
2023
Q2 		$3.07M Sell
31,365
-7,911
-20% -$731K 2.1% 14
2023
Q1 		$3.56M Sell
39,276
-761
-2% -$67.6K 2.55% 13
2022
Q4 		$3.4M Sell
40,037
-3,259
-8% -$278K 2.54% 13
2022
Q3 		$3.44M Sell
43,296
-905
-2% -$80K 2.72% 11
2022
Q2 		$3.7M Sell
44,201
-213
-0.5% -$19.4K 2.82% 12
2022
Q1 		$4.48M Sell
44,414
-2,688
-6% -$268K 2.69% 9
2021
Q4 		$5.04M Sell
47,102
-1,228
-3% -$128K 2.95% 8
2021
Q3 		$4.75M Sell
48,330
-695
-1% -$70.3K 3.09% 9
2021
Q2 		$4.84M Sell
49,025
-3,496
-7% -$336K 3.59% 8
2021
Q1 		$4.81M Sell
52,521
-3,030
-5% -$272K 3.39% 8
2020
Q4 		$4.79M Sell
55,551
-3,152
-5% -$255K 3.23% 8
2020
Q3 		$4.43M Sell
58,703
-1,026
-2% -$76.6K 3.18% 8
2020
Q2 		$4.15M Sell
59,729
-796
-1% -$52K 3.14% 10
2020
Q1 		$3.46M Sell
60,525
-2,261
-4% -$155K 3.05% 11
2019
Q4 		$4.56M Buy
+62,786
New +$4.37M 3.71% 10

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

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

Sowa Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q2 2026, selling an estimated $103K and leaving 15,183 shares worth $2.49M. The position accounts for 1.16% of the portfolio, ranked #11.

Sowa Financial Group first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.04M in Q4 2021. 1,700 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sowa Financial Group held 15,183 shares of iShares Core S&P Total US Stock Market ETF worth $2.49M as of Q2 2026.
  • Sowa Financial Group sold 648 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $103K.
  • iShares Core S&P Total US Stock Market ETF made up 1.16% of Sowa Financial Group's portfolio in Q2 2026, its #11 holding.
  • Sowa Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Sowa Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.04M in Q4 2021.
  • 1,700 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.