Superior Planning, LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Superior Planning, LLC’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 Q3	$5.99K	Buy	+36	New	+$5.99K	﹤0.01%	1134

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's ITOT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 36 shares worth $5.99K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

1,445 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Superior Planning, LLC held 36 shares of iShares Core S&P Total US Stock Market ETF worth $5.99K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1134 holding.
1,445 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.