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

Team Financial Group’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
-140
Closed -$20K – 154
2026
Q1 		$20K Hold
140
– – 0.01% 166
2025
Q4 		$20.8K Hold
140
– – 0.01% 156
2025
Q3 		$20.3K Buy
140
+1
+0.7% +$140 0.01% 152
2025
Q2 		$18.8K Buy
+139
New +$17.3K 0.01% 139
2024
Q1 		– Sell
-137
Closed -$14.4K – 118
2023
Q4 		$14.4K Buy
137
+2
+1% +$196 0.01% 103
2023
Q3 		$12.8K Buy
+135
New +$13.3K 0.01% 106

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

Team Financial Group's ITOT Position: Q2 2026 in Review

Team Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 140 shares — an estimated $20K sold.

Team Financial Group first reported a position in ITOT in Q3 2023 and held it in 6 quarters. The position peaked at $20.8K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Team Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 140 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $20K.
  • Team Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $20.8K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.