XY Planning Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

XY Planning Network’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	$2.4M	Sell	14,636 -209	-1%	-$33.2K	0.3%	78
2026 Q1	$2.13M	Sell	14,845 -1,649	-10%	-$245K	0.34%	70
2025 Q4	$2.45M	Buy	16,494 +8,931	+118%	+$1.32M	0.43%	54
2025 Q3	$1.02M	Hold	7,563	–	–	0.35%	71
2025 Q2	$1.02M	Buy	+7,563	New	+$944K	0.35%	71

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

XY Planning Network's ITOT Position: Q2 2026 in Review

XY Planning Network reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, selling an estimated $33.2K and leaving 14,636 shares worth $2.4M. The position accounts for 0.3% of the portfolio, ranked #78.

XY Planning Network first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

XY Planning Network held 14,636 shares of iShares Core S&P Total US Stock Market ETF worth $2.4M as of Q2 2026.
XY Planning Network sold 209 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $33.2K.
iShares Core S&P Total US Stock Market ETF made up 0.3% of XY Planning Network's portfolio in Q2 2026, its #78 holding.
XY Planning Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's iShares Core S&P Total US Stock Market ETF position peaked at $2.45M in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.