Castleview Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Castleview Partners’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	$2.79M	Buy	16,761 +4,528	+37%	+$753K	1.22%	17
2026 Q2	$2.01M	Buy	+12,233	New	+$1.94M	0.88%	22
2025 Q1	–	Sell	-641	Closed	-$82.3K	–	368
2024 Q4	$82.3K	Hold	641	–	–	0.04%	275
2024 Q3	$80.5K	Hold	641	–	–	0.05%	257
2024 Q2	$76.1K	Sell	641 -25	-4%	-$2.87K	0.04%	266
2024 Q1	$76.8K	Buy	666 +36	+6%	+$3.95K	0.04%	292
2023 Q4	$66.3K	Buy	+630	New	+$61.7K	0.05%	254
2022 Q3	–	Sell	-12	Closed	-$1.41K	–	682
2022 Q2	$1.41K	Sell	12 -508	-98%	-$46.3K	﹤0.01%	660
2022 Q1	$52K	Buy	+520	New	+$51.8K	0.03%	341
2021 Q2	$24K	Buy	+243	New	+$23.4K	0.01%	525

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

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

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

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Castleview Partners's ITOT Position: Q3 2026 in Review

Castleview Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 37% in Q3 2026, buying an estimated $753K and bringing the position to 16,761 shares worth $2.79M. The position accounts for 1.22% of the portfolio, ranked #17.

Castleview Partners first reported a position in ITOT in Q2 2021 and has held it in 10 quarters since. 418 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Castleview Partners held 16,761 shares of iShares Core S&P Total US Stock Market ETF worth $2.79M as of Q3 2026.
Castleview Partners bought 4,528 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $753K.
iShares Core S&P Total US Stock Market ETF made up 1.22% of Castleview Partners's portfolio in Q3 2026, its #17 holding.
Castleview Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 10 quarters since.
418 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.