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

Strategic Financial Planning’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 		– Sell
-975
Closed -$280K – 68
2026
Q1 		$280K Buy
+975
New +$145K 0.16% 36

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

Strategic Financial Planning's ITOT Position: Q2 2026 in Review

Strategic Financial Planning sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 975 shares — an estimated $280K sold.

Strategic Financial Planning first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $280K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Strategic Financial Planning reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 975 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $280K.
  • Strategic Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's iShares Core S&P Total US Stock Market ETF position peaked at $280K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.