CFO
ITOT icon

Collective Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Collective Family Office’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 		$508K Buy
3,057
+448
+17% +$74.5K 0.11% 117
2026
Q2 		$429K Sell
2,609
-14
-0.5% -$2.22K 0.09% 126
2026
Q1 		$374K Buy
+2,623
New +$390K 0.08% 123

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Collective Family Office's ITOT Position: Q3 2026 in Review

Collective Family Office increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q3 2026, buying an estimated $74.5K and bringing the position to 3,057 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #117.

Collective Family Office first reported a position in ITOT in Q1 2026 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Collective Family Office held 3,057 shares of iShares Core S&P Total US Stock Market ETF worth $508K as of Q3 2026.
  • Collective Family Office bought 448 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $74.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Collective Family Office's portfolio in Q3 2026, its #117 holding.
  • Collective Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.