Valley Forge Investment Consultants’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Valley Forge Investment Consultants’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	$354K	Buy	+2,152	New	+$342K	0.09%	62
2024 Q2	–	Sell	-2,723	Closed	-$314K	–	85
2024 Q1	$314K	Buy	2,723 +7	+0.3%	+$768	0.12%	58
2023 Q4	$286K	Sell	2,716 -280	-9%	-$27.4K	0.13%	55
2023 Q3	$282K	Buy	2,996 +11	+0.4%	+$1.08K	0.13%	56
2023 Q2	$292K	Buy	2,985 +8	+0.3%	+$740	0.14%	51
2023 Q1	$270K	Buy	2,977 +11	+0.4%	+$977	0.14%	51
2022 Q4	$252K	Sell	2,966 -18	-0.6%	-$1.54K	0.13%	58
2022 Q3	$237K	Buy	2,984 +3	+0.1%	+$265	0.13%	60
2022 Q2	$250K	Sell	2,981 -1,427	-32%	-$130K	0.12%	58
2022 Q1	$445K	Buy	4,408 +154	+4%	+$15.4K	0.18%	50
2021 Q4	$455K	Buy	4,254 +689	+19%	+$72K	0.2%	45
2021 Q3	$351K	Sell	3,565 -92	-3%	-$9.3K	0.19%	48
2021 Q2	$361K	Sell	3,657 -1,690	-32%	-$163K	0.2%	50
2021 Q1	$490K	Buy	+5,347	New	+$480K	0.34%	41

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

Valley Forge Investment Consultants's ITOT Position: Q2 2026 in Review

Valley Forge Investment Consultants opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 2,152 shares worth $354K. The stake represents 0.09% of the portfolio and ranks #62 among its holdings. This is a return to the name: Valley Forge Investment Consultants previously reported a position in ITOT as recently as Q1 2024.

Valley Forge Investment Consultants first reported a position in ITOT in Q1 2021 and has held it in 14 quarters since. The position peaked at $490K in Q1 2021. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Valley Forge Investment Consultants held 2,152 shares of iShares Core S&P Total US Stock Market ETF worth $354K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Valley Forge Investment Consultants position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #62 holding.
Valley Forge Investment Consultants first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 14 quarters since.
Valley Forge Investment Consultants's iShares Core S&P Total US Stock Market ETF position peaked at $490K in Q1 2021.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.