DecisionPoint Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DecisionPoint Financial’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	$5.5K	Hold	33	–	–	﹤0.01%	273
2026 Q2	$5.41K	Hold	33	–	–	﹤0.01%	234
2026 Q1	$4.7K	Hold	33	–	–	﹤0.01%	224
2025 Q4	$4.91K	Sell	33 -106	-76%	-$15.6K	﹤0.01%	249
2025 Q3	$20.3K	Hold	139	–	–	﹤0.01%	112
2025 Q2	$18.8K	Sell	139 -269	-66%	-$33.6K	﹤0.01%	124
2025 Q1	$49.8K	Hold	408	–	–	0.01%	85
2024 Q4	$52.5K	Hold	408	–	–	0.02%	76
2024 Q3	$51.3K	Hold	408	–	–	0.02%	82
2024 Q2	$49.4K	Hold	408	–	–	0.02%	78
2024 Q1	$45.6K	Buy	408 +79	+24%	+$8.66K	0.02%	86
2023 Q4	$34.6K	Hold	329	–	–	0.01%	85
2023 Q3	$31K	Hold	329	–	–	0.02%	83
2023 Q2	$32.2K	Hold	329	–	–	0.02%	83
2023 Q1	$29.8K	Hold	329	–	–	0.02%	79
2022 Q4	$27.9K	Buy	+329	New	+$28.1K	0.02%	77

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

DecisionPoint Financial's ITOT Position: Q3 2026 in Review

DecisionPoint Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 33 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

DecisionPoint Financial first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $52.5K in Q4 2024. 781 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

DecisionPoint Financial held 33 shares of iShares Core S&P Total US Stock Market ETF worth $5.5K as of Q3 2026.
DecisionPoint Financial 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 DecisionPoint Financial's portfolio in Q3 2026, its #273 holding.
DecisionPoint Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's iShares Core S&P Total US Stock Market ETF position peaked at $52.5K in Q4 2024.
781 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.