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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

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
  • 643 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.