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

BostonPremier Wealth’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	$283K	Buy	1,701 +5	+0.3%	+$832	0.12%	62
2026 Q2	$279K	Buy	1,696 +4	+0.2%	+$635	0.12%	60
2026 Q1	$241K	Buy	1,692 +4	+0.2%	+$595	0.12%	61
2025 Q4	$251K	Buy	1,688 +6	+0.4%	+$885	0.13%	56
2025 Q3	$245K	Sell	1,682 -46	-3%	-$6.45K	0.12%	61
2025 Q2	$233K	Buy	1,728 +5	+0.3%	+$624	0.13%	57
2025 Q1	$210K	Buy	1,723 +5	+0.3%	+$644	0.13%	54
2024 Q4	$221K	Buy	+1,718	New	+$222K	0.13%	53

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

BostonPremier Wealth's ITOT Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.29% in Q3 2026, buying an estimated $832 and bringing the position to 1,701 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #62.

BostonPremier Wealth first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

BostonPremier Wealth held 1,701 shares of iShares Core S&P Total US Stock Market ETF worth $283K as of Q3 2026.
BostonPremier Wealth bought 5 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $832.
iShares Core S&P Total US Stock Market ETF made up 0.12% of BostonPremier Wealth's portfolio in Q3 2026, its #62 holding.
BostonPremier Wealth 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.
1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.