Delap Wealth Advisory
ITOT icon

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

Delap Wealth Advisory’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 		$37.2M Sell
223,800
-571
-0.3% -$95K 12.81% 1
2026
Q2 		$36.9M Buy
224,371
+8,075
+4% +$1.28M 12.46% 1
2026
Q1 		$30.8M Buy
216,296
+5,991
+3% +$891K 11.59% 1
2025
Q4 		$31.3M Buy
210,305
+7,610
+4% +$1.12M 12.07% 1
2025
Q3 		$29.6M Buy
202,695
+9,795
+5% +$1.37M 12.47% 1
2025
Q2 		$26M Buy
192,900
+23,862
+14% +$2.98M 12.51% 1
2025
Q1 		$20.6M Sell
169,038
-9,861
-6% -$1.27M 11.5% 1
2024
Q4 		$23M Sell
178,899
-164
-0.1% -$21.2K 13.75% 1
2024
Q3 		$22.5M Buy
179,063
+24,779
+16% +$3M 14.22% 1
2024
Q2 		$18.3M Buy
154,284
+1,552
+1% +$178K 8.43% 3
2024
Q1 		$17.6M Sell
152,732
-84,917
-36% -$9.31M 7.12% 1
2023
Q4 		$25M Buy
237,649
+120,416
+103% +$11.8M 11.32% 1
2023
Q3 		$11M Sell
117,233
-1,367
-1% -$134K 10.67% 2
2023
Q2 		$11.6M Buy
118,600
+36,695
+45% +$3.39M 11.38% 3
2023
Q1 		$7.42M Buy
81,905
+5,774
+8% +$513K 7.6% 3
2022
Q4 		$6.46M Buy
+76,131
New +$6.5M 6.75% 3

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

Delap Wealth Advisory's ITOT Position: Q3 2026 in Review

Delap Wealth Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.25% in Q3 2026, selling an estimated $95K and leaving 223,800 shares worth $37.2M. The position accounts for 12.81% of the portfolio, ranked #1.

Delap Wealth Advisory first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Delap Wealth Advisory held 223,800 shares of iShares Core S&P Total US Stock Market ETF worth $37.2M as of Q3 2026.
  • Delap Wealth Advisory sold 571 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $95K.
  • iShares Core S&P Total US Stock Market ETF made up 12.81% of Delap Wealth Advisory's portfolio in Q3 2026, its #1 holding.
  • Delap Wealth Advisory 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.
  • 1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.