Creative Planning’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 | $292M | Sell |
2,049,370
-35,359
| -2% | -$5.26M | 0.2% | 57 |
|
|
2025
Q4 | $310M | Sell |
2,084,729
-18,401
| -0.9% | -$2.72M | 0.22% | 51 |
|
|
2025
Q3 | $306M | Sell |
2,103,130
-14,630
| -0.7% | -$2.05M | 0.23% | 49 |
|
|
2025
Q2 | $286M | Sell |
2,117,760
-25,684
| -1% | -$3.2M | 0.24% | 49 |
|
|
2025
Q1 | $262M | Buy |
2,143,444
+20,151
| +0.9% | +$2.6M | 0.25% | 48 |
|
|
2024
Q4 | $273M | Sell |
2,123,293
-26,621
| -1% | -$3.45M | 0.27% | 49 |
|
|
2024
Q3 | $270M | Sell |
2,149,914
-27,732
| -1% | -$3.36M | 0.27% | 46 |
|
|
2024
Q2 | $259M | Buy |
2,177,646
+5,825
| +0.3% | +$669K | 0.28% | 47 |
|
|
2024
Q1 | $250M | Sell |
2,171,821
-77,660
| -3% | -$8.52M | 0.28% | 47 |
|
|
2023
Q4 | $237M | Sell |
2,249,481
-90,021
| -4% | -$8.82M | 0.44% | 38 |
|
|
2023
Q3 | $220M | Sell |
2,339,502
-79,236
| -3% | -$7.79M | 0.29% | 45 |
|
|
2023
Q2 | $237M | Sell |
2,418,738
-31,825
| -1% | -$2.94M | 0.32% | 43 |
|
|
2023
Q1 | $222M | Sell |
2,450,563
-655,337
| -21% | -$58.2M | 0.32% | 44 |
|
|
2022
Q4 | $263M | Sell |
3,105,900
-69,636
| -2% | -$5.94M | 0.4% | 39 |
|
|
2022
Q3 | $253M | Buy |
3,175,536
+229,880
| +8% | +$20.3M | 0.44% | 37 |
|
|
2022
Q2 | $247M | Buy |
2,945,656
+1,829,497
| +164% | +$167M | 0.41% | 39 |
|
|
2022
Q1 | $113M | Buy |
1,116,159
+48,971
| +5% | +$4.88M | 0.17% | 59 |
|
|
2021
Q4 | $114M | Buy |
1,067,188
+480,729
| +82% | +$50.2M | 0.18% | 57 |
|
|
2021
Q3 | $57.7M | Buy |
586,459
+19,268
| +3% | +$1.95M | 0.1% | 81 |
|
|
2021
Q2 | $56M | Sell |
567,191
-58,146
| -9% | -$5.59M | 0.1% | 83 |
|
|
2021
Q1 | $57.3M | Buy |
625,337
+7,888
| +1% | +$707K | 0.12% | 79 |
|
|
2020
Q4 | $53.2M | Buy |
617,449
+1,404
| +0.2% | +$114K | 0.12% | 77 |
|
|
2020
Q3 | $46.5M | Sell |
616,045
-87,078
| -12% | -$6.5M | 0.12% | 74 |
|
|
2020
Q2 | $48.8M | Buy |
703,123
+264,205
| +60% | +$17.3M | 0.14% | 69 |
|
|
2020
Q1 | $25.1M | Buy |
438,918
+298,744
| +213% | +$20.5M | 0.09% | 93 |
|
|
2019
Q4 | $10.2M | Buy |
140,174
+19,689
| +16% | +$1.37M | 0.03% | 185 |
|
|
2019
Q3 | $8.08M | Buy |
120,485
+1,746
| +1% | +$117K | 0.03% | 215 |
|
|
2019
Q2 | $7.91M | Buy |
118,739
+6,251
| +6% | +$410K | 0.03% | 217 |
|
|
2019
Q1 | $7.24M | Buy |
112,488
+10,652
| +10% | +$661K | 0.03% | 215 |
|
|
2018
Q4 | $5.78M | Sell |
101,836
-1,809
| -2% | -$111K | 0.02% | 217 |
|
|
2018
Q3 | $6.91M | Sell |
103,645
-43
| -0% | -$2.82K | 0.03% | 219 |
|
|
2018
Q2 | $6.48M | Buy |
103,688
+83,864
| +423% | +$5.21M | 0.03% | 213 |
|
|
2018
Q1 | $1.2M | Sell |
19,824
-397
| -2% | -$24.8K | ﹤0.01% | 643 |
|
|
2017
Q4 | $1.24M | Sell |
20,221
-2,229
| -10% | -$133K | 0.01% | 623 |
|
|
2017
Q3 | $1.29M | Buy |
22,450
+8,159
| +57% | +$460K | 0.01% | 599 |
|
|
2017
Q2 | $792K | Buy |
14,291
+2,213
| +18% | +$121K | ﹤0.01% | 797 |
|
|
2017
Q1 | $653K | Sell |
12,078
-1,364
| -10% | -$72.7K | ﹤0.01% | 843 |
|
|
2016
Q4 | $689K | Buy |
13,442
+2,409
| +22% | +$121K | ﹤0.01% | 782 |
|
|
2016
Q3 | $546K | Buy |
11,033
+2,045
| +23% | +$101K | ﹤0.01% | 843 |
|
|
2016
Q2 | $428K | Buy |
8,988
+254
| +3% | +$12K | ﹤0.01% | 850 |
|
|
2016
Q1 | $408K | Buy |
8,734
+364
| +4% | +$16.1K | ﹤0.01% | 834 |
|
|
2015
Q4 | $389K | Buy |
8,370
+1,560
| +23% | +$73.1K | ﹤0.01% | 876 |
|
|
2015
Q3 | $298K | Buy |
+6,810
| New | +$316K | ﹤0.01% | 974 |
|
|
2015
Q2 | – | Sell |
-6,688
| Closed | -$317K | – | 2041 |
|
|
2015
Q1 | $317K | Buy |
6,688
+40
| +0.6% | +$1.89K | ﹤0.01% | 965 |
|
|
2014
Q4 | $312K | Buy |
6,648
+1,770
| +36% | +$81.1K | ﹤0.01% | 915 |
|
|
2014
Q3 | $219K | Buy |
4,878
+170
| +4% | +$7.67K | ﹤0.01% | 1007 |
|
|
2014
Q2 | $211K | Buy |
4,708
+2,052
| +77% | +$89.3K | ﹤0.01% | 999 |
|
|
2014
Q1 | $114K | Hold |
2,656
| – | – | ﹤0.01% | 1322 |
|
|
2013
Q4 | $112K | Sell |
2,656
-52
| -2% | -$2.11K | ﹤0.01% | 1136 |
|
|
2013
Q3 | $104K | Hold |
2,708
| – | – | ﹤0.01% | 1090 |
|
|
2013
Q2 | $99K | Buy |
+2,708
| New | +$99.5K | ﹤0.01% | 997 |
|
Other funds holding ITOT
FPAS
Creative Planning's ITOT Position: Q1 2026 in Review
Creative Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, selling an estimated $5.26M and leaving 2,049,370 shares worth $292M. The position accounts for 0.2% of the portfolio, ranked #57.
Creative Planning first reported a position in ITOT in Q2 2013 and has held it in 51 quarters since. The position peaked at $310M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Creative Planning held 2,049,370 shares of iShares Core S&P Total US Stock Market ETF worth $292M as of Q1 2026.
- Creative Planning sold 35,359 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.26M.
- iShares Core S&P Total US Stock Market ETF made up 0.2% of Creative Planning's portfolio in Q1 2026, its #57 holding.
- Creative Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's iShares Core S&P Total US Stock Market ETF position peaked at $310M in Q4 2025.
- 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 Planning's 13F filing for Q1 2026, filed 12 May 2026.