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

Trademark 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 		$206K Sell
1,257
-338
-21% -$53.6K 0.08% 106
2026
Q1 		$227K Sell
1,595
-356
-18% -$52.9K 0.11% 98
2025
Q4 		$290K Sell
1,951
-1,677
-46% -$247K 0.16% 84
2025
Q3 		$528K Buy
3,628
+99
+3% +$13.9K 0.31% 55
2025
Q2 		$477K Sell
3,529
-1,100
-24% -$137K 0.29% 57
2025
Q1 		$565K Sell
4,629
-243
-5% -$31.3K 0.43% 50
2024
Q4 		$627K Sell
4,872
-895
-16% -$116K 0.5% 43
2024
Q3 		$724K Sell
5,767
-455
-7% -$55.1K 0.57% 37
2024
Q2 		$739K Sell
6,222
-52
-0.8% -$5.97K 0.6% 34
2024
Q1 		$723K Buy
6,274
+206
+3% +$22.6K 0.6% 37
2023
Q4 		$639K Buy
+6,068
New +$595K 0.47% 51

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Trademark Financial Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 21% in Q2 2026, selling an estimated $53.6K and leaving 1,257 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #106.

Trademark Financial Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $739K in Q2 2024. 910 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Trademark Financial Management held 1,257 shares of iShares Core S&P Total US Stock Market ETF worth $206K as of Q2 2026.
  • Trademark Financial Management sold 338 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $53.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Trademark Financial Management's portfolio in Q2 2026, its #106 holding.
  • Trademark Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Trademark Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $739K in Q2 2024.
  • 910 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.