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

Climber Capital’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	$3.67M	Buy	29,225 +341	+1%	+$56.7K	2.24%	19
2026 Q2	$3.76M	Buy	28,884 +1,287	+5%	+$204K	2.3%	20
2026 Q1	$3.61M	Sell	27,597 -4,885	-15%	-$726K	2.36%	18
2025 Q4	$3.94M	Buy	+32,482	New	+$4.79M	2.57%	15
2025 Q2	$3.93M	Sell	35,252 -240	-0.7%	-$29.9K	2.52%	17
2025 Q1	$3.05M	Buy	35,492 +1,160	+3%	+$150K	2.4%	17
2024 Q4	$3.65M	Buy	+34,332	New	+$4.45M	3%	13

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

Climber Capital's ITOT Position: Q3 2026 in Review

Climber Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q3 2026, buying an estimated $56.7K and bringing the position to 29,225 shares worth $3.67M. The position accounts for 2.24% of the portfolio, ranked #19.

Climber Capital first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94M in Q4 2025. 857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Climber Capital held 29,225 shares of iShares Core S&P Total US Stock Market ETF worth $3.67M as of Q3 2026.
Climber Capital bought 341 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $56.7K.
iShares Core S&P Total US Stock Market ETF made up 2.24% of Climber Capital's portfolio in Q3 2026, its #19 holding.
Climber Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares Core S&P Total US Stock Market ETF position peaked at $3.94M in Q4 2025.
857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.