CA
ITOT icon

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

CoreCap 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 		$733K Buy
4,408
+1
+0% +$166 0.02% 459
2026
Q2 		$724K Buy
4,407
+828
+23% +$131K 0.02% 458
2026
Q1 		$510K Buy
3,579
+9
+0.3% +$1.34K 0.02% 508
2025
Q4 		$531K Sell
3,570
-93
-3% -$13.7K 0.02% 498
2025
Q3 		$534K Buy
3,663
+11
+0.3% +$1.54K 0.02% 512
2025
Q2 		$493K Buy
3,652
+207
+6% +$25.8K 0.02% 517
2025
Q1 		$420K Buy
3,445
+1,339
+64% +$173K 0.02% 509
2024
Q4 		$271K Sell
2,106
-1,251
-37% -$162K 0.01% 615
2024
Q3 		$422K Buy
+3,357
New +$406K 0.02% 503
2024
Q2 		– Sell
-36,342
Closed -$4.19M – 2095
2024
Q1 		$4.19M Buy
36,342
+14,543
+67% +$1.59M 0.22% 85
2023
Q4 		$2.29M Buy
21,799
+18,987
+675% +$1.86M 0.15% 131
2023
Q3 		$265K Buy
2,812
+19
+0.7% +$1.87K 0.02% 451
2023
Q2 		$273K Buy
+2,793
New +$258K 0.02% 469
2022
Q4 		$684K Buy
8,060
+5,225
+184% +$446K 0.05% 299
2022
Q3 		$226K Sell
2,835
-131
-4% -$11.6K 0.02% 463
2022
Q2 		$249K Buy
2,966
+611
+26% +$55.7K 0.02% 464
2022
Q1 		$238K Sell
2,355
-61
-3% -$6.08K 0.02% 465
2021
Q4 		$258K Buy
+2,416
New +$253K 0.02% 477

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

CoreCap Advisors's ITOT Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q3 2026, buying an estimated $166 and bringing the position to 4,408 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #459.

CoreCap Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.19M in Q1 2024. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • CoreCap Advisors held 4,408 shares of iShares Core S&P Total US Stock Market ETF worth $733K as of Q3 2026.
  • CoreCap Advisors bought 1 iShares Core S&P Total US Stock Market ETF share in Q3 2026, an estimated $166.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #459 holding.
  • CoreCap Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.19M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.