Creative Financial Designs’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $288K | Buy |
2,020
+16
| +0.8% | +$2.38K | 0.02% | 442 |
|
|
2025
Q4 | $298K | Sell |
2,004
-3
| -0.1% | -$443 | 0.02% | 400 |
|
|
2025
Q3 | $292K | Buy |
2,007
+3
| +0.1% | +$421 | 0.02% | 409 |
|
|
2025
Q2 | $271K | Buy |
2,004
+63
| +3% | +$7.86K | 0.02% | 423 |
|
|
2025
Q1 | $237K | Buy |
1,941
+3
| +0.2% | +$387 | 0.02% | 407 |
|
|
2024
Q4 | $249K | Sell |
1,938
-173
| -8% | -$22.4K | 0.02% | 396 |
|
|
2024
Q3 | $265K | Sell |
2,111
-187
| -8% | -$22.6K | 0.02% | 389 |
|
|
2024
Q2 | $273K | Sell |
2,298
-43
| -2% | -$4.93K | 0.02% | 371 |
|
|
2024
Q1 | $270K | Buy |
2,341
+46
| +2% | +$5.04K | 0.03% | 358 |
|
|
2023
Q4 | $241K | Buy |
2,295
+121
| +6% | +$11.9K | 0.02% | 354 |
|
|
2023
Q3 | $205K | Buy |
2,174
+73
| +3% | +$7.17K | 0.02% | 328 |
|
|
2023
Q2 | $206K | Buy |
2,101
+444
| +27% | +$41K | 0.02% | 334 |
|
|
2023
Q1 | $150K | Buy |
1,657
+2
| +0.1% | +$178 | 0.02% | 378 |
|
|
2022
Q4 | $140K | Buy |
1,655
+857
| +107% | +$73.1K | 0.02% | 384 |
|
|
2022
Q3 | $63K | Sell |
798
-2
| -0.3% | -$177 | 0.01% | 505 |
|
|
2022
Q2 | $67K | Sell |
800
-1,485
| -65% | -$135K | 0.01% | 501 |
|
|
2022
Q1 | $231K | Sell |
2,285
-9,089
| -80% | -$906K | 0.04% | 273 |
|
|
2021
Q4 | $1.22M | Buy |
11,374
+1,693
| +17% | +$177K | 0.18% | 113 |
|
|
2021
Q3 | $952K | Buy |
9,681
+990
| +11% | +$100K | 0.16% | 124 |
|
|
2021
Q2 | $858K | Buy |
8,691
+1,999
| +30% | +$192K | 0.15% | 127 |
|
|
2021
Q1 | $613K | Buy |
6,692
+311
| +5% | +$27.9K | 0.12% | 146 |
|
|
2020
Q4 | $550K | Buy |
6,381
+2,323
| +57% | +$188K | 0.12% | 136 |
|
|
2020
Q3 | $306K | Buy |
4,058
+3,135
| +340% | +$234K | 0.08% | 193 |
|
|
2020
Q2 | $64K | Buy |
+923
| New | +$60.3K | 0.02% | 382 |
|
|
2020
Q1 | – | Sell |
-7,276
| Closed | -$533K | – | 538 |
|
|
2019
Q4 | $533K | Sell |
7,276
-1,691
| -19% | -$118K | 0.24% | 93 |
|
|
2019
Q3 | $584K | Sell |
8,967
-69
| -0.8% | -$4.62K | 0.31% | 70 |
|
|
2019
Q2 | $609K | Buy |
9,036
+170
| +2% | +$11.1K | 0.33% | 71 |
|
|
2019
Q1 | $571K | Sell |
8,866
-15
| -0.2% | -$930 | 0.34% | 62 |
|
|
2018
Q4 | $504K | Buy |
8,881
+104
| +1% | +$6.39K | 0.37% | 59 |
|
|
2018
Q3 | $585K | Buy |
8,777
+1,883
| +27% | +$123K | 0.34% | 64 |
|
|
2018
Q2 | $431K | Buy |
6,894
+5,934
| +618% | +$369K | 0.25% | 85 |
|
|
2018
Q1 | $58K | Buy |
+960
| New | +$59.9K | 0.04% | 207 |
|
|
2017
Q4 | – | Sell |
-700
| Closed | -$40K | – | 740 |
|
|
2017
Q3 | $40K | Hold |
700
| – | – | 0.02% | 260 |
|
|
2017
Q2 | $39K | Sell |
700
-300
| -30% | -$16.5K | 0.03% | 259 |
|
|
2017
Q1 | $54K | Hold |
1,000
| – | – | 0.04% | 227 |
|
|
2016
Q4 | $51K | Buy |
+1,000
| New | +$50K | 0.04% | 226 |
|
Other funds holding ITOT
FPAS
Creative Financial Designs's ITOT Position: Q1 2026 in Review
Creative Financial Designs increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.8% in Q1 2026, buying an estimated $2.38K and bringing the position to 2,020 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #442.
Creative Financial Designs first reported a position in ITOT in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.22M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Creative Financial Designs held 2,020 shares of iShares Core S&P Total US Stock Market ETF worth $288K as of Q1 2026.
- Creative Financial Designs bought 16 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.38K.
- iShares Core S&P Total US Stock Market ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #442 holding.
- Creative Financial Designs first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 36 quarters since.
- Creative Financial Designs's iShares Core S&P Total US Stock Market ETF position peaked at $1.22M in Q4 2021.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.