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

Symphony 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 		$1.36M Sell
8,356
-490
-6% -$77.8K 0.15% 110
2026
Q1 		$1.24M Buy
8,846
+1,294
+17% +$192K 0.16% 98
2025
Q4 		$1.13M Buy
7,552
+112
+2% +$16.5K 0.15% 102
2025
Q3 		$1.08M Buy
7,440
+444
+6% +$62.3K 0.13% 111
2025
Q2 		$950K Buy
+6,996
New +$873K 0.12% 114
2025
Q1 		– Sell
-6,231
Closed -$827K – 154
2024
Q4 		$827K Sell
6,231
-408
-6% -$52.8K 0.13% 111
2024
Q3 		$831K Buy
6,639
+50
+0.8% +$6.05K 0.14% 113
2024
Q2 		$785K Buy
6,589
+832
+14% +$95.5K 0.14% 110
2024
Q1 		$664K Sell
5,757
-78
-1% -$8.55K 0.15% 106
2023
Q4 		$610K Sell
5,835
-243
-4% -$23.8K 0.13% 117
2023
Q3 		$572K Sell
6,078
-287
-5% -$28.2K 0.14% 103
2023
Q2 		$616K Buy
6,365
+111
+2% +$10.3K 0.15% 111
2023
Q1 		$558K Buy
6,254
+373
+6% +$33.1K 0.14% 122
2022
Q4 		$501K Sell
5,881
-59
-1% -$5.04K 0.13% 138
2022
Q3 		$479K Sell
5,940
-50
-0.8% -$4.42K 0.16% 139
2022
Q2 		$506K Sell
5,990
-444
-7% -$40.5K 0.15% 131
2022
Q1 		$643K Buy
6,434
+55
+0.9% +$5.48K 0.15% 112
2021
Q4 		$687K Buy
6,379
+82
+1% +$8.57K 0.19% 94
2021
Q3 		$626K Sell
6,297
-881
-12% -$89.1K 0.22% 82
2021
Q2 		$709K Sell
7,178
-992
-12% -$95.4K 0.24% 70
2021
Q1 		$767K Buy
8,170
+1,305
+19% +$117K 0.2% 78
2020
Q4 		$584K Sell
6,865
-43
-0.6% -$3.48K 0.21% 81
2020
Q3 		$521K Buy
6,908
+561
+9% +$41.9K 0.21% 76
2020
Q2 		$441K Buy
6,347
+722
+13% +$47.2K 0.21% 88
2020
Q1 		$327K Buy
+5,625
New +$386K 0.23% 68

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

Symphony Financial's ITOT Position: Q2 2026 in Review

Symphony Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.5% in Q2 2026, selling an estimated $77.8K and leaving 8,356 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #110.

Symphony Financial first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Symphony Financial held 8,356 shares of iShares Core S&P Total US Stock Market ETF worth $1.36M as of Q2 2026.
  • Symphony Financial sold 490 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $77.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Symphony Financial's portfolio in Q2 2026, its #110 holding.
  • Symphony Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 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 Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.