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

Strategic Financial Concepts’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
2025 Q4	–	Sell	-2,645	Closed	-$385K	–	202
2025 Q3	$385K	Sell	2,645 -4,674	-64%	-$655K	0.06%	168
2025 Q2	$988K	Buy	7,319 +1,519	+26%	+$190K	0.14%	87
2025 Q1	$708K	Sell	5,800 -200	-3%	-$25.8K	0.13%	152
2024 Q4	$772K	Buy	+6,000	New	+$777K	0.15%	145
2024 Q3	–	Sell	-44,003	Closed	-$113K	–	470
2024 Q2	$113K	Buy	+44,003	New	+$5.05M	0.07%	168

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Strategic Financial Concepts's ITOT Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 2,645 shares — an estimated $385K sold.

Strategic Financial Concepts first reported a position in ITOT in Q2 2024 and held it in 5 quarters. The position peaked at $988K in Q2 2025. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Strategic Financial Concepts reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Strategic Financial Concepts sold 2,645 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $385K.
Strategic Financial Concepts first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 5 quarters.
Strategic Financial Concepts's iShares Core S&P Total US Stock Market ETF position peaked at $988K in Q2 2025.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.