Commonwealth Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Commonwealth Financial Services’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	$331K	Hold	1,989	–	–	0.06%	169
2026 Q2	$327K	Hold	1,989	–	–	0.04%	199
2026 Q1	$283K	Hold	1,989	–	–	0.04%	186
2025 Q4	$296K	Hold	1,989	–	–	0.05%	166
2025 Q3	$290K	Buy	1,989 +49	+3%	+$6.87K	0.05%	168
2025 Q2	$262K	Buy	1,940 +79	+4%	+$9.9K	0.05%	171
2025 Q1	$227K	Hold	1,861	–	–	0.05%	178
2024 Q4	$239K	Hold	1,861	–	–	0.05%	171
2024 Q3	$232K	Hold	1,861	–	–	0.05%	177
2024 Q2	$225K	Buy	+1,861	New	+$214K	0.05%	175

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

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Commonwealth Financial Services's ITOT Position: Q3 2026 in Review

Commonwealth Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,989 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #169.

Commonwealth Financial Services first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Commonwealth Financial Services held 1,989 shares of iShares Core S&P Total US Stock Market ETF worth $331K as of Q3 2026.
Commonwealth Financial Services 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 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #169 holding.
Commonwealth Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
763 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.