Baring Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baring Financial’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	$1.55M	Buy	9,304 +84	+0.9%	+$14K	0.83%	32
2026 Q2	$1.51M	Buy	9,220 +81	+0.9%	+$12.9K	0.83%	34
2026 Q1	$1.3M	Buy	9,139 +82	+0.9%	+$12.2K	0.8%	35
2025 Q4	$1.35M	Sell	9,057 -97	-1%	-$14.3K	0.82%	32
2025 Q3	$1.33M	Sell	9,154 -203	-2%	-$28.5K	0.91%	32
2025 Q2	$1.26M	Buy	9,357 +1	+0%	+$125	0.94%	32
2025 Q1	$1.14M	Sell	9,356 -1,131	-11%	-$146K	0.96%	32
2024 Q4	$1.35M	Buy	+10,487	New	+$1.36M	1.2%	29

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

Baring Financial's ITOT Position: Q3 2026 in Review

Baring Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.91% in Q3 2026, buying an estimated $14K and bringing the position to 9,304 shares worth $1.55M. The position accounts for 0.83% of the portfolio, ranked #32.

Baring Financial first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Baring Financial held 9,304 shares of iShares Core S&P Total US Stock Market ETF worth $1.55M as of Q3 2026.
Baring Financial bought 84 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $14K.
iShares Core S&P Total US Stock Market ETF made up 0.83% of Baring Financial's portfolio in Q3 2026, its #32 holding.
Baring Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.