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

Transamerica Financial 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 Q2	$443K	Buy	2,696 +2,469	+1,088%	+$392K	0.04%	304
2026 Q1	$32.3K	Buy	+227	New	+$33.8K	﹤0.01%	721
2019 Q3	–	Sell	-1,935	Closed	-$129K	–	312
2019 Q2	$129K	Buy	+1,935	New	+$127K	0.03%	206

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Transamerica Financial Advisors's ITOT Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1,088% in Q2 2026, buying an estimated $392K and bringing the position to 2,696 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #304.

Transamerica Financial Advisors first reported a position in ITOT in Q2 2019 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Transamerica Financial Advisors held 2,696 shares of iShares Core S&P Total US Stock Market ETF worth $443K as of Q2 2026.
Transamerica Financial Advisors bought 2,469 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $392K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Transamerica Financial Advisors's portfolio in Q2 2026, its #304 holding.
Transamerica Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 3 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.