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

TFC Financial Management’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 		$4.38M Buy
26,677
+1,014
+4% +$161K 0.49% 21
2026
Q1 		$3.66M Buy
25,663
+12
+0% +$1.78K 0.45% 21
2025
Q4 		$3.81M Sell
25,651
-294
-1% -$43.4K 0.48% 19
2025
Q3 		$3.78M Sell
25,945
-51
-0.2% -$7.15K 0.48% 18
2025
Q2 		$3.51M Buy
25,996
+59
+0.2% +$7.36K 0.48% 20
2025
Q1 		$3.16M Sell
25,937
-61
-0.2% -$7.86K 0.48% 21
2024
Q4 		$3.34M Sell
25,998
-352
-1% -$45.6K 0.53% 20
2024
Q3 		$3.31M Sell
26,350
-48
-0.2% -$5.81K 0.52% 19
2024
Q2 		$3.14M Sell
26,398
-1,253
-5% -$144K 0.55% 20
2024
Q1 		$3.19M Sell
27,651
-134
-0.5% -$14.7K 0.57% 19
2023
Q4 		$2.92M Buy
27,785
+395
+1% +$38.7K 0.59% 19
2023
Q3 		$2.58M Buy
27,390
+239
+0.9% +$23.5K 0.62% 19
2023
Q2 		$2.66M Buy
27,151
+1,247
+5% +$115K 0.65% 17
2023
Q1 		$2.35M Sell
25,904
-818
-3% -$72.6K 0.61% 20
2022
Q4 		$2.27M Sell
26,722
-1,176
-4% -$100K 0.65% 20
2022
Q3 		$2.22M Buy
27,898
+23
+0.1% +$2.03K 0.7% 18
2022
Q2 		$2.33M Sell
27,875
-32
-0.1% -$2.92K 0.7% 19
2022
Q1 		$2.82M Buy
27,907
+10,395
+59% +$1.04M 0.8% 16
2021
Q4 		$1.87M Buy
17,512
+3,827
+28% +$400K 0.57% 16
2021
Q3 		$1.35M Buy
+13,685
New +$1.38M 0.45% 21

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

TFC Financial Management's ITOT Position: Q2 2026 in Review

TFC Financial Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4% in Q2 2026, buying an estimated $161K and bringing the position to 26,677 shares worth $4.38M. The position accounts for 0.49% of the portfolio, ranked #21.

TFC Financial Management first reported a position in ITOT in Q3 2021 and has held it in 20 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • TFC Financial Management held 26,677 shares of iShares Core S&P Total US Stock Market ETF worth $4.38M as of Q2 2026.
  • TFC Financial Management bought 1,014 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $161K.
  • iShares Core S&P Total US Stock Market ETF made up 0.49% of TFC Financial Management's portfolio in Q2 2026, its #21 holding.
  • TFC Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.