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

Capital Planning 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
2025
Q3 		– Sell
-6,327
Closed -$854K – 150
2025
Q2 		$854K Hold
6,327
– – 0.13% 82
2025
Q1 		$772K Hold
6,327
– – 0.12% 84
2024
Q4 		$814K Hold
6,327
– – 0.13% 83
2024
Q3 		$795K Hold
6,327
– – 0.12% 83
2024
Q2 		$752K Hold
6,327
– – 0.13% 81
2024
Q1 		$730K Hold
6,327
– – 0.13% 82
2023
Q4 		$666K Buy
+6,327
New +$620K 0.13% 85

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Capital Planning Advisors's ITOT Position: Q3 2025 in Review

Capital Planning Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 6,327 shares — an estimated $854K sold.

Capital Planning Advisors first reported a position in ITOT in Q4 2023 and held it in 7 quarters. The position peaked at $854K in Q2 2025. 1,522 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Capital Planning Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 6,327 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $854K.
  • Capital Planning Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 7 quarters.
  • Capital Planning Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $854K in Q2 2025.
  • 1,522 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Capital Planning Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.