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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

TFC Financial Management's ITOT Position: Q1 2026 in Review

TFC Financial Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q1 2026, buying an estimated $1.78K and bringing the position to 25,663 shares worth $3.66M. The position accounts for 0.45% of the portfolio, ranked #21.

TFC Financial Management first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.81M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

TFC Financial Management held 25,663 shares of iShares Core S&P Total US Stock Market ETF worth $3.66M as of Q1 2026.
TFC Financial Management bought 12 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.78K.
iShares Core S&P Total US Stock Market ETF made up 0.45% of TFC Financial Management's portfolio in Q1 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 19 quarters since.
TFC Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.81M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.