TKG Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TKG Advisors’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	$2.87M	Hold	20,160	–	–	1.19%	26
2025 Q4	$3M	Hold	20,160	–	–	1.21%	28
2025 Q3	$2.94M	Hold	20,160	–	–	1.26%	25
2025 Q2	$2.72M	Hold	20,160	–	–	1.22%	25
2025 Q1	$2.46M	Hold	20,160	–	–	1.21%	29
2024 Q4	$2.7M	Sell	20,160 -325	-2%	-$42.1K	1.24%	25
2024 Q3	$2.57M	Buy	20,485 +1	+0%	+$121	1.27%	22
2024 Q2	$2.43M	Buy	20,484 +1	+0%	+$115	1.32%	22
2024 Q1	$2.36M	Buy	20,483 +1	+0%	+$110	1.32%	23
2023 Q4	$2.16M	Buy	20,482 +3	+0%	+$294	1.29%	24
2023 Q3	$1.93M	Hold	20,479	–	–	1.28%	28
2023 Q2	$2M	Buy	20,479 +1	+0%	+$92	1.3%	30
2023 Q1	$1.85M	Buy	20,478 +111	+0.5%	+$9.86K	1.16%	31
2022 Q4	$1.73M	Buy	+20,367	New	+$1.74M	1.14%	34

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

TKG Advisors's ITOT Position: Q1 2026 in Review

TKG Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 20,160 shares worth $2.87M. The position accounts for 1.19% of the portfolio, ranked #26.

TKG Advisors first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

TKG Advisors held 20,160 shares of iShares Core S&P Total US Stock Market ETF worth $2.87M as of Q1 2026.
TKG Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 1.19% of TKG Advisors's portfolio in Q1 2026, its #26 holding.
TKG Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
TKG Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3M 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 TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.