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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
  • 643 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.