Colton Groome Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Colton Groome Financial 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
2026 Q3	$317K	Hold	1,905	–	–	0.07%	117
2026 Q2	$313K	Hold	1,905	–	–	0.08%	128
2026 Q1	$271K	Sell	1,905 -7	-0.4%	-$1.04K	0.08%	116
2025 Q4	$284K	Sell	1,912 -257	-12%	-$37.9K	0.08%	114
2025 Q3	$316K	Hold	2,169	–	–	0.1%	106
2025 Q2	$293K	Sell	2,169 -20	-0.9%	-$2.5K	0.1%	106
2025 Q1	$265K	Sell	2,189 -215	-9%	-$27.7K	0.1%	105
2024 Q4	$309K	Hold	2,404	–	–	0.12%	95
2024 Q3	$302K	Hold	2,404	–	–	0.11%	106
2024 Q2	$286K	Hold	2,404	–	–	0.11%	101
2024 Q1	$277K	Hold	2,404	–	–	0.11%	96
2023 Q4	$253K	Hold	2,404	–	–	0.11%	105
2023 Q3	$226K	Hold	2,404	–	–	0.11%	103
2023 Q2	$235K	Hold	2,404	–	–	0.11%	104
2023 Q1	$218K	Buy	+2,404	New	+$213K	0.1%	114
2022 Q1	–	Sell	-2,993	Closed	-$320K	–	119
2021 Q4	$320K	Sell	2,993 -107	-3%	-$11.2K	0.13%	98
2021 Q3	$305K	Sell	3,100 -986	-24%	-$99.7K	0.13%	93
2021 Q2	$404K	Sell	4,086 -172	-4%	-$16.5K	0.19%	76
2021 Q1	$390K	Hold	4,258	–	–	0.22%	48
2020 Q4	$367K	Sell	4,258 -985	-19%	-$79.8K	0.24%	50
2020 Q3	$396K	Buy	5,243 +144	+3%	+$10.7K	0.28%	41
2020 Q2	$354K	Sell	5,099 -161	-3%	-$10.5K	0.26%	44
2020 Q1	$301K	Sell	5,260 -183	-3%	-$12.6K	0.25%	53
2019 Q4	$396K	Buy	5,443 +9	+0.2%	+$626	0.28%	49
2019 Q3	$379K	Buy	5,434 +215	+4%	+$14.4K	0.28%	51
2019 Q2	$348K	Buy	+5,219	New	+$342K	0.28%	41

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

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

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

Colton Groome Financial Advisors's ITOT Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,905 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #117.

Colton Groome Financial Advisors first reported a position in ITOT in Q2 2019 and has held it in 26 quarters since. The position peaked at $404K in Q2 2021. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Colton Groome Financial Advisors held 1,905 shares of iShares Core S&P Total US Stock Market ETF worth $317K as of Q3 2026.
Colton Groome Financial Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #117 holding.
Colton Groome Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 26 quarters since.
Colton Groome Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $404K in Q2 2021.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.