Affinity Capital Advisors
ITOT icon

Affinity Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Affinity Capital Advisors’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 		$220K Hold
1,299
– – 0.03% 209
2026
Q2 		$214K Buy
+1,299
New +$206K 0.03% 194

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Prime Capital Investment Advisors
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Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Affinity Capital Advisors's ITOT Position: Q3 2026 in Review

Affinity Capital Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,299 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #209.

Affinity Capital Advisors first reported a position in ITOT in Q2 2026 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Affinity Capital Advisors held 1,299 shares of iShares Core S&P Total US Stock Market ETF worth $220K as of Q3 2026.
  • Affinity Capital Advisors 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 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #209 holding.
  • Affinity Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.