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

Univest Financial’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	$607K	Sell	3,693 -97	-3%	-$15.4K	0.03%	186
2026 Q1	$540K	Sell	3,790 -596	-14%	-$88.6K	0.03%	188
2025 Q4	$652K	Hold	4,386	–	–	0.03%	182
2025 Q3	$639K	Sell	4,386 -25	-0.6%	-$3.51K	0.04%	181
2025 Q2	$596K	Hold	4,411	–	–	0.04%	183
2025 Q1	$538K	Sell	4,411 -171	-4%	-$22K	0.04%	194
2024 Q4	$589K	Buy	4,582 +1,902	+71%	+$246K	0.04%	191
2024 Q3	$337K	Hold	2,680	–	–	0.02%	230
2024 Q2	$318K	Hold	2,680	–	–	0.09%	100
2024 Q1	$309K	Buy	+2,680	New	+$294K	0.09%	90

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

Univest Financial's ITOT Position: Q2 2026 in Review

Univest Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, selling an estimated $15.4K and leaving 3,693 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #186.

Univest Financial first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $652K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Univest Financial held 3,693 shares of iShares Core S&P Total US Stock Market ETF worth $607K as of Q2 2026.
Univest Financial sold 97 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.4K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #186 holding.
Univest Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Univest Financial's iShares Core S&P Total US Stock Market ETF position peaked at $652K in Q4 2025.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.