Accel Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Accel Wealth Management’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	$287K	Hold	1,725	–	–	0.06%	225
2026 Q2	$283K	Hold	1,725	–	–	0.06%	235
2026 Q1	$246K	Hold	1,725	–	–	0.06%	234
2025 Q4	$256K	Hold	1,725	–	–	0.07%	226
2025 Q3	$251K	Buy	1,725 +14	+0.8%	+$1.96K	0.07%	227
2025 Q2	$231K	Buy	1,711 +57	+3%	+$7.11K	0.08%	224
2025 Q1	$202K	Hold	1,654	–	–	0.07%	239
2024 Q4	$213K	Hold	1,654	–	–	0.08%	227
2024 Q3	$208K	Buy	+1,654	New	+$200K	0.08%	234

Other funds holding ITOT

LPL Financial San Diego, California $468B AUM 17.69% 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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Accel Wealth Management's ITOT Position: Q3 2026 in Review

Accel Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,725 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #225.

Accel Wealth Management first reported a position in ITOT in Q3 2024 and has held it in 9 quarters since. 1,141 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Accel Wealth Management held 1,725 shares of iShares Core S&P Total US Stock Market ETF worth $287K as of Q3 2026.
Accel Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #225 holding.
Accel Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
1,141 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.