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United Financial Planning Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

United Financial Planning Group’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 		$63.6K Sell
387
-77
-17% -$12.2K 0.03% 91
2026
Q1 		$66.1K Buy
+464
New +$69K 0.04% 77
2025
Q4 		– Sell
-167
Closed -$28.7K – 498
2025
Q3 		$28.7K Buy
+167
New +$23.4K 0.02% 105

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

United Financial Planning Group's ITOT Position: Q2 2026 in Review

United Financial Planning Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $12.2K and leaving 387 shares worth $63.6K. The position accounts for 0.03% of the portfolio, ranked #91.

United Financial Planning Group first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $66.1K in Q1 2026. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • United Financial Planning Group held 387 shares of iShares Core S&P Total US Stock Market ETF worth $63.6K as of Q2 2026.
  • United Financial Planning Group sold 77 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #91 holding.
  • United Financial Planning Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's iShares Core S&P Total US Stock Market ETF position peaked at $66.1K in Q1 2026.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.