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

Steffes Financial’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 		$66.1M Buy
402,246
+9,410
+2% +$1.49M 28.53% 1
2026
Q1 		$56M Sell
392,836
-3,068
-0.8% -$456K 29.53% 1
2025
Q4 		$58.9M Buy
+395,904
New +$58.4M 30.74% 1

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

Steffes Financial's ITOT Position: Q2 2026 in Review

Steffes Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q2 2026, buying an estimated $1.49M and bringing the position to 402,246 shares worth $66.1M. The position accounts for 28.53% of the portfolio, ranked #1.

Steffes Financial first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Steffes Financial held 402,246 shares of iShares Core S&P Total US Stock Market ETF worth $66.1M as of Q2 2026.
  • Steffes Financial bought 9,410 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Core S&P Total US Stock Market ETF made up 28.53% of Steffes Financial's portfolio in Q2 2026, its #1 holding.
  • Steffes Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 Steffes Financial's 13F filing for Q2 2026, filed 14 Aug 2026.