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

Thoroughbred Financial Services’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 		$19.8M Buy
209,613
+90,045
+75% +$14.3M 0.95% 22
2026
Q1 		$17M Buy
119,568
+1,828
+2% +$272K 1.02% 23
2025
Q4 		$17.5M Sell
117,740
-1,469
-1% -$217K 1.04% 21
2025
Q3 		$17.4M Sell
119,209
-1,076
-0.9% -$151K 1.07% 20
2025
Q2 		$16.2M Sell
120,285
-39,095
-25% -$4.88M 1.14% 16
2025
Q1 		$19.4M Sell
159,380
-3,821
-2% -$492K 1.21% 11
2024
Q4 		$21M Buy
163,201
+1,897
+1% +$246K 1.28% 13
2024
Q3 		$20.3M Sell
161,304
-1,144
-0.7% -$139K 1.31% 10
2024
Q2 		$19.3M Buy
162,448
+37,269
+30% +$4.28M 1.29% 10
2024
Q1 		$14.4M Sell
125,179
-39,165
-24% -$4.3M 1.39% 9
2023
Q4 		$17.3M Buy
164,344
+107
+0.1% +$10.5K 1.4% 8
2023
Q3 		$15.5M Buy
164,237
+38,809
+31% +$3.81M 1.52% 8
2023
Q2 		$12.3M Buy
125,428
+2,982
+2% +$276K 1.61% 7
2023
Q1 		$11.1M Sell
122,446
-292
-0.2% -$25.9K 1.64% 8
2022
Q4 		$10.4M Sell
122,738
-3,816
-3% -$326K 1.7% 6
2022
Q3 		$10.1M Sell
126,554
-3,882
-3% -$343K 1.92% 5
2022
Q2 		$10.9M Sell
130,436
-1,860
-1% -$169K 2.01% 5
2022
Q1 		$13.4M Buy
132,296
+9,245
+8% +$922K 2.18% 5
2021
Q4 		$13.2M Buy
123,051
+8,143
+7% +$851K 2.76% 5
2021
Q3 		$11.3M Buy
114,908
+9,562
+9% +$967K 2.75% 5
2021
Q2 		$10.4M Buy
105,346
+10,583
+11% +$1.02M 2.61% 6
2021
Q1 		$8.68M Buy
94,763
+5,942
+7% +$533K 2.41% 6
2020
Q4 		$7.66M Buy
88,821
+6,449
+8% +$522K 2.37% 6
2020
Q3 		$6.22M Buy
82,372
+5,207
+7% +$389K 2.34% 6
2020
Q2 		$5.36M Sell
77,165
-14,079
-15% -$920K 2.23% 5
2020
Q1 		$5.22M Buy
91,244
+47,566
+109% +$3.26M 1.86% 5
2019
Q4 		$3.17M Buy
43,678
+2,896
+7% +$202K 1.06% 21
2019
Q3 		$2.73M Buy
+40,782
New +$2.73M 1.04% 23
2019
Q2 		– Sell
-28,304
Closed -$1.82M – 215
2019
Q1 		$1.82M Buy
+28,304
New +$1.76M 0.75% 39

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

Thoroughbred Financial Services's ITOT Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 75% in Q2 2026, buying an estimated $14.3M and bringing the position to 209,613 shares worth $19.8M. The position accounts for 0.95% of the portfolio, ranked #22.

Thoroughbred Financial Services first reported a position in ITOT in Q1 2019 and has held it in 29 quarters since. The position peaked at $21M in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Thoroughbred Financial Services held 209,613 shares of iShares Core S&P Total US Stock Market ETF worth $19.8M as of Q2 2026.
  • Thoroughbred Financial Services bought 90,045 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.3M.
  • iShares Core S&P Total US Stock Market ETF made up 0.95% of Thoroughbred Financial Services's portfolio in Q2 2026, its #22 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Thoroughbred Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $21M in Q4 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.