TLFA
ITOT icon

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

True Link 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 		$116M Sell
703,778
-38,879
-5% -$6.17M 6.69% 5
2026
Q1 		$106M Sell
742,657
-33,737
-4% -$5.02M 6.53% 5
2025
Q4 		$115M Sell
776,394
-289,397
-27% -$42.7M 7.01% 5
2025
Q3 		$155M Buy
1,065,791
+6,614
+0.6% +$928K 9.99% 4
2025
Q2 		$143M Buy
1,059,177
+98,930
+10% +$12.3M 9.87% 4
2025
Q1 		$117M Buy
960,247
+30,699
+3% +$3.96M 8.74% 4
2024
Q4 		$120M Buy
929,548
+13,918
+2% +$1.8M 10.04% 4
2024
Q3 		$115M Buy
915,630
+56,614
+7% +$6.85M 9.77% 4
2024
Q2 		$102M Buy
859,016
+8,125
+1% +$933K 9.47% 4
2024
Q1 		$98.1M Buy
850,891
+9,921
+1% +$1.09M 9.41% 4
2023
Q4 		$88.5M Buy
840,970
+95,664
+13% +$9.38M 9.58% 4
2023
Q3 		$70.2M Buy
745,306
+536
+0.1% +$52.7K 8.42% 4
2023
Q2 		$72.9M Buy
744,770
+263,097
+55% +$24.3M 8.81% 3
2023
Q1 		$43.6M Buy
481,673
+76,101
+19% +$6.76M 5.46% 3
2022
Q4 		$34.4M Buy
405,572
+42,549
+12% +$3.63M 4.66% 4
2022
Q3 		$28.9M Buy
363,023
+44,232
+14% +$3.91M 4.18% 5
2022
Q2 		$26.7M Buy
318,791
+38,568
+14% +$3.51M 4.04% 5
2022
Q1 		$28.3M Sell
280,223
-12,541
-4% -$1.25M 4.09% 8
2021
Q4 		$31.3M Buy
292,764
+1,336
+0.5% +$140K 4.18% 7
2021
Q3 		$28.7M Buy
291,428
+2,851
+1% +$288K 3.93% 7
2021
Q2 		$28.5M Buy
288,577
+5,530
+2% +$532K 4.18% 6
2021
Q1 		$25.9M Sell
283,047
-4,347
-2% -$390K 3.76% 6
2020
Q4 		$24.8M Buy
+287,394
New +$23.3M 3.88% 6

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

True Link Financial Advisors's ITOT Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q2 2026, selling an estimated $6.17M and leaving 703,778 shares worth $116M. The position accounts for 6.69% of the portfolio, ranked #5.

True Link Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $155M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • True Link Financial Advisors held 703,778 shares of iShares Core S&P Total US Stock Market ETF worth $116M as of Q2 2026.
  • True Link Financial Advisors sold 38,879 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.17M.
  • iShares Core S&P Total US Stock Market ETF made up 6.69% of True Link Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • True Link Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • True Link Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $155M in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.