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 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 $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Victory Financial Group's ITOT Position: Q1 2026 in Review

Victory Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, buying an estimated $7.58K and bringing the position to 3,064 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #208.

Victory Financial Group first reported a position in ITOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $448K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Victory Financial Group held 3,064 shares of iShares Core S&P Total US Stock Market ETF worth $436K as of Q1 2026.
Victory Financial Group bought 51 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.58K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Victory Financial Group's portfolio in Q1 2026, its #208 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 8 quarters since.
Victory Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $448K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.