Townsend Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Townsend Financial Planning's ITOT Position: Q2 2026 in Review
Townsend Financial Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.63% in Q2 2026, buying an estimated $3.17K and bringing the position to 3,197 shares worth $525K. The position accounts for 0.46% of the portfolio, ranked #22.
Townsend Financial Planning first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Townsend Financial Planning held 3,197 shares of iShares Core S&P Total US Stock Market ETF worth $525K as of Q2 2026.
- Townsend Financial Planning bought 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.17K.
- iShares Core S&P Total US Stock Market ETF made up 0.46% of Townsend Financial Planning's portfolio in Q2 2026, its #22 holding.
- Townsend Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.