Capital Planning
ITOT icon

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

Capital Planning’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 		$6.88M Sell
41,381
-495
-1% -$82.4K 1.83% 18
2026
Q2 		$6.88M Sell
41,876
-652
-2% -$103K 2% 17
2026
Q1 		$6.06M Sell
42,528
-1,831
-4% -$272K 1.97% 16
2025
Q4 		$6.62M Sell
44,359
-681
-2% -$101K 1.85% 18
2025
Q3 		$6.56M Buy
45,040
+1,066
+2% +$149K 1.91% 18
2025
Q2 		$5.94M Sell
43,974
-370
-0.8% -$46.2K 1.87% 18
2025
Q1 		$5.41M Sell
44,344
-5,129
-10% -$661K 1.51% 22
2024
Q4 		$6.36M Sell
49,473
-864
-2% -$112K 1.67% 21
2024
Q3 		$6.32M Sell
50,337
-136
-0.3% -$16.5K 1.77% 19
2024
Q2 		$6M Buy
50,473
+2,748
+6% +$315K 1.8% 19
2024
Q1 		$5.5M Buy
47,725
+4,416
+10% +$484K 1.8% 18
2023
Q4 		$4.56M Buy
43,309
+14,470
+50% +$1.42M 1.62% 19
2023
Q3 		$2.73M Buy
28,839
+162
+0.6% +$15.9K 1.08% 27
2023
Q2 		$2.81M Sell
28,677
-245
-0.8% -$22.7K 1.09% 26
2023
Q1 		$2.62M Buy
28,922
+346
+1% +$30.7K 1.08% 26
2022
Q4 		$2.42M Buy
28,576
+1,960
+7% +$167K 1.08% 27
2022
Q3 		$2.12M Sell
26,616
-1,665
-6% -$147K 1.2% 23
2022
Q2 		$2.37M Buy
28,281
+1,402
+5% +$128K 1.28% 20
2022
Q1 		$2.71M Buy
26,879
+8,543
+47% +$852K 1.06% 26
2021
Q4 		$1.96M Buy
18,336
+1,026
+6% +$107K 0.73% 31
2021
Q3 		$1.7M Buy
17,310
+2,655
+18% +$268K 0.7% 28
2021
Q2 		$1.45M Buy
14,655
+519
+4% +$49.9K 0.62% 30
2021
Q1 		$1.3M Buy
14,136
+3,026
+27% +$271K 0.57% 32
2020
Q4 		$958K Buy
+11,110
New +$900K 0.45% 39

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Capital Planning's ITOT Position: Q3 2026 in Review

Capital Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q3 2026, selling an estimated $82.4K and leaving 41,381 shares worth $6.88M. The position accounts for 1.83% of the portfolio, ranked #18.

Capital Planning first reported a position in ITOT in Q4 2020 and has held it in 24 quarters since. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Capital Planning held 41,381 shares of iShares Core S&P Total US Stock Market ETF worth $6.88M as of Q3 2026.
  • Capital Planning sold 495 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $82.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.83% of Capital Planning's portfolio in Q3 2026, its #18 holding.
  • Capital Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.