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Atwood & Palmer’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Atwood & Palmer’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 		$1.35M Hold
8,137
– – 0.07% 86
2026
Q2 		$1.34M Hold
8,137
– – 0.07% 80
2026
Q1 		$1.16M Buy
8,137
+10
+0.1% +$1.49K 0.07% 84
2025
Q4 		$1.21M Hold
8,127
– – 0.07% 83
2025
Q3 		$1.18M Buy
8,127
+1,046
+15% +$147K 0.07% 83
2025
Q2 		$956K Hold
7,081
– – 0.06% 89
2025
Q1 		$864K Hold
7,081
– – 0.06% 88
2024
Q4 		$911K Hold
7,081
– – 0.06% 88
2024
Q3 		$890K Hold
7,081
– – 0.06% 86
2024
Q2 		$841K Hold
7,081
– – 0.06% 84
2024
Q1 		$816K Sell
7,081
-2,961
-29% -$325K 0.06% 86
2023
Q4 		$1.06M Sell
10,042
-209
-2% -$20.5K 0.09% 79
2023
Q3 		$966K Hold
10,251
– – 0.08% 79
2023
Q2 		$1M Buy
+10,251
New +$948K 0.09% 87
2016
Q1 		– Sell
-6,372
Closed -$296K – 347
2015
Q4 		$296K Hold
6,372
– – 0.06% 107
2015
Q3 		$279K Sell
6,372
-8,000
-56% -$371K 0.05% 106
2015
Q2 		$679K Hold
14,372
– – 0.12% 84
2015
Q1 		$681K Sell
14,372
-2
-0% -$94 0.12% 85
2014
Q4 		$675K Buy
+14,374
New +$659K 0.13% 77

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Atwood & Palmer's ITOT Position: Q3 2026 in Review

Atwood & Palmer held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 8,137 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #86.

Atwood & Palmer first reported a position in ITOT in Q4 2014 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Atwood & Palmer held 8,137 shares of iShares Core S&P Total US Stock Market ETF worth $1.35M as of Q3 2026.
  • Atwood & Palmer 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 0.07% of Atwood & Palmer's portfolio in Q3 2026, its #86 holding.
  • Atwood & Palmer first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 19 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.