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

Urban Financial Advisory Corp’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
2025
Q2 		– Sell
-512
Closed -$62.5K – 51
2025
Q1 		$62.5K Hold
512
– – 0.03% 44
2024
Q4 		$65.8K Buy
512
+1
+0.2% +$129 0.04% 38
2024
Q3 		$64.1K Buy
+511
New +$61.9K 0.04% 38

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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Urban Financial Advisory Corp's ITOT Position: Q2 2025 in Review

Urban Financial Advisory Corp sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 512 shares — an estimated $62.5K sold.

Urban Financial Advisory Corp first reported a position in ITOT in Q3 2024 and held it in 3 quarters. The position peaked at $65.8K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Urban Financial Advisory Corp reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Urban Financial Advisory Corp sold 512 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $62.5K.
  • Urban Financial Advisory Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 3 quarters.
  • Urban Financial Advisory Corp's iShares Core S&P Total US Stock Market ETF position peaked at $65.8K in Q4 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2025, filed 15 Aug 2025.