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

Victory Financial 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	$559K	Buy	3,404 +340	+11%	+$54K	0.06%	207
2026 Q1	$436K	Buy	3,064 +51	+2%	+$7.58K	0.05%	208
2025 Q4	$448K	Buy	3,013 +29	+1%	+$4.28K	0.06%	196
2025 Q3	$435K	Sell	2,984 -44	-1%	-$6.17K	0.06%	162
2025 Q2	$409K	Sell	3,028 -71	-2%	-$8.86K	0.06%	139
2025 Q1	$378K	Sell	3,099 -1	-0%	-$129	0.07%	118
2024 Q4	$399K	Buy	+3,100	New	+$401K	0.1%	93
2024 Q2	$421K	Buy	+3,541	New	+$406K	0.2%	51
2024 Q1	–	Sell	-3,100	Closed	-$326K	–	65
2023 Q4	$326K	Buy	+3,100	New	+$304K	0.22%	45

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

Victory Financial Group's ITOT Position: Q2 2026 in Review

Victory Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q2 2026, buying an estimated $54K and bringing the position to 3,404 shares worth $559K. The position accounts for 0.06% of the portfolio, ranked #207.

Victory Financial Group first reported a position in ITOT in Q4 2023 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Victory Financial Group held 3,404 shares of iShares Core S&P Total US Stock Market ETF worth $559K as of Q2 2026.
Victory Financial Group bought 340 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $54K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Victory Financial Group's portfolio in Q2 2026, its #207 holding.
Victory Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.