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

XML Financial’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	$885K	Buy	5,385 +267	+5%	+$42.4K	0.06%	200
2026 Q1	$729K	Buy	5,118 +271	+6%	+$40.3K	0.06%	217
2025 Q4	$721K	Sell	4,847 -250	-5%	-$36.9K	0.06%	215
2025 Q3	$742K	Sell	5,097 -830	-14%	-$116K	0.06%	208
2025 Q2	$800K	Hold	5,927	–	–	0.07%	194
2025 Q1	$723K	Buy	5,927 +820	+16%	+$106K	0.07%	189
2024 Q4	$657K	Buy	5,107 +242	+5%	+$31.3K	0.06%	203
2024 Q3	$611K	Sell	4,865 -10	-0.2%	-$1.21K	0.06%	210
2024 Q2	$579K	Hold	4,875	–	–	0.06%	206
2024 Q1	$562K	Hold	4,875	–	–	0.06%	215
2023 Q4	$513K	Hold	4,875	–	–	0.05%	212
2023 Q3	$459K	Hold	4,875	–	–	0.06%	209
2023 Q2	$477K	Hold	4,875	–	–	0.06%	220
2023 Q1	$441K	Hold	4,875	–	–	0.05%	221
2022 Q4	$413K	Hold	4,875	–	–	0.05%	220
2022 Q3	$388K	Hold	4,875	–	–	0.05%	214
2022 Q2	$408K	Buy	4,875 +120	+3%	+$10.9K	0.09%	152
2022 Q1	$480K	Hold	4,755	–	–	0.06%	211
2021 Q4	$509K	Hold	4,755	–	–	0.06%	201
2021 Q3	$468K	Hold	4,755	–	–	0.06%	201
2021 Q2	$470K	Hold	4,755	–	–	0.1%	145
2021 Q1	$436K	Hold	4,755	–	–	0.11%	144
2020 Q4	$410K	Hold	4,755	–	–	0.11%	142
2020 Q3	$359K	Hold	4,755	–	–	0.11%	137
2020 Q2	$330K	Hold	4,755	–	–	0.11%	137
2020 Q1	$272K	Sell	4,755 -405	-8%	-$27.8K	0.12%	133
2019 Q4	$375K	Buy	+5,160	New	+$359K	0.14%	119

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

XML Financial's ITOT Position: Q2 2026 in Review

XML Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,385 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #200.

XML Financial first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

XML Financial held 5,385 shares of iShares Core S&P Total US Stock Market ETF worth $885K as of Q2 2026.
XML Financial bought 267 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $42.4K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of XML Financial's portfolio in Q2 2026, its #200 holding.
XML Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.