Ballast Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ballast Inc’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	$438K	Buy	+2,637	New	+$439K	0.08%	109

Other funds holding ITOT

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

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

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Ballast Inc's ITOT Position: Q3 2026 in Review

Ballast Inc opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 2,637 shares worth $438K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings.

857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Ballast Inc held 2,637 shares of iShares Core S&P Total US Stock Market ETF worth $438K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Ballast Inc position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Ballast Inc's portfolio in Q3 2026, its #109 holding.
857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Ballast Inc's 13F filing for Q3 2026, filed 20 Oct 2026.