David J. Yvars Group
ITOT icon

David J. Yvars Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

David J. Yvars Group’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 		$215K Buy
1,291
+43
+3% +$7.15K 0.1% 95
2026
Q2 		$205K Buy
+1,248
New +$198K 0.1% 98

Other funds holding ITOT

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

David J. Yvars Group's ITOT Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q3 2026, buying an estimated $7.15K and bringing the position to 1,291 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #95.

David J. Yvars Group first reported a position in ITOT in Q2 2026 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • David J. Yvars Group held 1,291 shares of iShares Core S&P Total US Stock Market ETF worth $215K as of Q3 2026.
  • David J. Yvars Group bought 43 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $7.15K.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of David J. Yvars Group's portfolio in Q3 2026, its #95 holding.
  • David J. Yvars Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.