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

Defined 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	$302K	Hold	1,817	–	–	0.16%	93
2026 Q2	$298K	Hold	1,817	–	–	0.15%	96
2026 Q1	$259K	Hold	1,817	–	–	0.15%	97
2025 Q4	$270K	Hold	1,817	–	–	0.16%	100
2025 Q3	$265K	Hold	1,817	–	–	0.15%	98
2025 Q2	$245K	Hold	1,817	–	–	0.15%	103
2025 Q1	$222K	Hold	1,817	–	–	0.15%	102
2024 Q4	$234K	Hold	1,817	–	–	0.15%	102
2024 Q3	$228K	Hold	1,817	–	–	0.15%	103
2024 Q2	$216K	Hold	1,817	–	–	0.15%	104
2024 Q1	$210K	Buy	+1,817	New	+$199K	0.15%	103
2021 Q1	–	Sell	-27	Closed	-$2K	–	146
2020 Q4	$2K	Buy	+27	New	+$2.19K	﹤0.01%	208

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

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

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

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

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

Defined Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,817 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #93.

Defined Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 12 quarters since. 418 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Defined Wealth Management held 1,817 shares of iShares Core S&P Total US Stock Market ETF worth $302K as of Q3 2026.
Defined 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 0.16% of Defined Wealth Management's portfolio in Q3 2026, its #93 holding.
Defined Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 12 quarters since.
418 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.