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

West Financial Advisors’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	$193K	Hold	1,175	–	–	0.03%	64
2026 Q1	$167K	Hold	1,175	–	–	0.03%	65
2025 Q4	$175K	Hold	1,175	–	–	0.03%	61
2025 Q3	$171K	Hold	1,175	–	–	0.03%	63
2025 Q2	$159K	Hold	1,175	–	–	0.03%	66
2025 Q1	$143K	Hold	1,175	–	–	0.03%	71
2024 Q4	$151K	Hold	1,175	–	–	0.03%	66
2024 Q3	$148K	Buy	+1,175	New	+$142K	0.03%	61
2023 Q1	–	Sell	-1,706	Closed	-$145K	–	167
2022 Q4	$145K	Buy	1,706 +46	+3%	+$3.93K	0.04%	59
2022 Q3	$132K	Buy	1,660 +22	+1%	+$1.95K	0.04%	67
2022 Q2	$137K	Buy	+1,638	New	+$149K	0.04%	64

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

West Financial Advisors's ITOT Position: Q2 2026 in Review

West Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,175 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #64.

West Financial Advisors first reported a position in ITOT in Q2 2022 and has held it in 11 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

West Financial Advisors held 1,175 shares of iShares Core S&P Total US Stock Market ETF worth $193K as of Q2 2026.
West Financial Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #64 holding.
West Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 11 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.