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

Symphony Financial Services’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	$4.81M	Sell	29,291 -143	-0.5%	-$22.7K	2.16%	13
2026 Q1	$4.19M	Buy	29,434 +906	+3%	+$135K	2.15%	13
2025 Q4	$4.24M	Buy	28,528 +451	+2%	+$66.6K	2.17%	13
2025 Q3	$4.09M	Buy	28,077 +32	+0.1%	+$4.49K	2.2%	14
2025 Q2	$3.79M	Buy	28,045 +1,277	+5%	+$159K	2.26%	15
2025 Q1	$3.27M	Sell	26,768 -273	-1%	-$35.2K	2.13%	15
2024 Q4	$3.48M	Sell	27,041 -90	-0.3%	-$11.7K	2.79%	10
2024 Q3	$3.41M	Sell	27,131 -5	-0%	-$605	2.9%	9
2024 Q2	$3.29M	Buy	+27,136	New	+$3.11M	2.82%	9

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Symphony Financial Services's ITOT Position: Q2 2026 in Review

Symphony Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.49% in Q2 2026, selling an estimated $22.7K and leaving 29,291 shares worth $4.81M. The position accounts for 2.16% of the portfolio, ranked #13.

Symphony Financial Services first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Symphony Financial Services held 29,291 shares of iShares Core S&P Total US Stock Market ETF worth $4.81M as of Q2 2026.
Symphony Financial Services sold 143 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $22.7K.
iShares Core S&P Total US Stock Market ETF made up 2.16% of Symphony Financial Services's portfolio in Q2 2026, its #13 holding.
Symphony Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.