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

Valtinson Bruner Financial Planning’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	$220K	Buy	+1,341	New	+$213K	0.06%	175
2025 Q4	–	Sell	-3,268	Closed	-$476K	–	168
2025 Q3	$476K	Hold	3,268	–	–	0.14%	86
2025 Q2	$441K	Sell	3,268 -135	-4%	-$16.8K	0.14%	84
2025 Q1	$415K	Buy	3,403 +135	+4%	+$17.4K	0.14%	81
2024 Q4	$420K	Sell	3,268 -360	-10%	-$46.6K	0.15%	92
2024 Q3	$456K	Hold	3,628	–	–	0.16%	89
2024 Q2	$431K	Hold	3,628	–	–	0.17%	86
2024 Q1	$418K	Hold	3,628	–	–	0.18%	83
2023 Q4	$382K	Buy	3,628 +48	+1%	+$4.7K	0.2%	88
2023 Q3	$337K	Hold	3,580	–	–	0.18%	88
2023 Q2	$350K	Sell	3,580 -60	-2%	-$5.55K	0.19%	86
2023 Q1	$330K	Sell	3,640 -50	-1%	-$4.44K	0.19%	94
2022 Q4	$322K	Hold	3,690	–	–	0.19%	90
2022 Q3	$294K	Hold	3,690	–	–	0.18%	82
2022 Q2	$309K	Sell	3,690 -10	-0.3%	-$911	0.19%	75
2022 Q1	$362K	Sell	3,700 -86	-2%	-$8.57K	0.21%	74
2021 Q4	$405K	Sell	3,786 -39	-1%	-$4.08K	0.22%	70
2021 Q3	$397K	Sell	3,825 -85	-2%	-$8.6K	0.22%	69
2021 Q2	$393K	Sell	3,910 -2,052	-34%	-$197K	0.22%	66
2021 Q1	$572K	Buy	5,962 +2,375	+66%	+$213K	0.34%	47
2020 Q4	$315K	Hold	3,587	–	–	0.2%	63
2020 Q3	$268K	Hold	3,587	–	–	0.19%	63
2020 Q2	$270K	Sell	3,587 -5,030	-58%	-$329K	0.19%	66
2020 Q1	$544K	Sell	8,617 -520	-6%	-$35.7K	0.44%	38
2019 Q4	$668K	Buy	9,137 +361	+4%	+$25.1K	0.48%	35
2019 Q3	$588K	Sell	8,776 -41	-0.5%	-$2.75K	0.48%	34
2019 Q2	$587K	Hold	8,817	–	–	0.5%	22
2019 Q1	$568K	Buy	8,817 +978	+12%	+$60.7K	0.5%	21
2018 Q4	$445K	Buy	+7,839	New	+$482K	0.47%	19

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

Valtinson Bruner Financial Planning's ITOT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,341 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in ITOT as recently as Q3 2025.

Valtinson Bruner Financial Planning first reported a position in ITOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $668K in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Valtinson Bruner Financial Planning held 1,341 shares of iShares Core S&P Total US Stock Market ETF worth $220K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #175 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
Valtinson Bruner Financial Planning's iShares Core S&P Total US Stock Market ETF position peaked at $668K in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.