Darwin Wealth Management
ITOT icon

Darwin Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Darwin Wealth Management’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 		$15.2K Hold
91
– – ﹤0.01% 574
2026
Q2 		$15K Buy
91
+1
+1% +$159 ﹤0.01% 351
2026
Q1 		$12.9K Hold
90
– – ﹤0.01% 341
2025
Q4 		$13.5K Hold
90
– – ﹤0.01% 346
2025
Q3 		$13.2K Hold
90
– – ﹤0.01% 344
2025
Q2 		$12.2K Sell
90
-64
-42% -$7.99K ﹤0.01% 337
2025
Q1 		$19.9K Hold
154
– – 0.01% 305
2024
Q4 		$19.9K Hold
154
– – 0.01% 305
2024
Q3 		$19.3K Buy
+154
New +$18.6K 0.01% 314
2020
Q4 		– Sell
-3,387
Closed -$255K – 168
2020
Q3 		$255K Sell
3,387
-3,872
-53% -$289K 0.06% 135
2020
Q2 		$504K Sell
7,259
-1,567
-18% -$102K 0.13% 101
2020
Q1 		$504K Sell
8,826
-1,176
-12% -$80.7K 0.16% 82
2019
Q4 		$727K Sell
10,002
-1,108
-10% -$77.1K 0.19% 95
2019
Q3 		$745K Sell
11,110
-315
-3% -$21.1K 0.22% 88
2019
Q2 		$761K Sell
11,425
-78
-0.7% -$5.11K 0.24% 87
2019
Q1 		$741K Sell
11,503
-545
-5% -$33.8K 0.24% 81
2018
Q4 		$684K Sell
12,048
-1,104
-8% -$67.8K 0.48% 46
2018
Q3 		$891K Buy
13,152
+1,721
+15% +$113K 0.5% 43
2018
Q2 		$717K Buy
11,431
+2,349
+26% +$146K 0.47% 47
2018
Q1 		$548K Buy
9,082
+3,591
+65% +$224K 0.4% 53
2017
Q4 		$332K Buy
+5,491
New +$327K 0.14% 120

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Darwin Wealth Management's ITOT Position: Q3 2026 in Review

Darwin Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 91 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Darwin Wealth Management first reported a position in ITOT in Q4 2017 and has held it in 21 quarters since. The position peaked at $891K in Q3 2018. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Darwin Wealth Management held 91 shares of iShares Core S&P Total US Stock Market ETF worth $15.2K as of Q3 2026.
  • Darwin Wealth Management 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 ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #574 holding.
  • Darwin Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 21 quarters since.
  • Darwin Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $891K in Q3 2018.
  • 1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.