Detalus Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Detalus Advisors’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	$1.98M	Sell	11,892 -114	-0.9%	-$19K	0.39%	40
2026 Q2	$1.97M	Sell	12,006 -845	-7%	-$134K	0.38%	43
2026 Q1	$1.83M	Buy	12,851 +4,197	+48%	+$624K	0.42%	42
2025 Q4	$1.29M	Buy	8,654 +247	+3%	+$36.5K	0.31%	48
2025 Q3	$1.22M	Sell	8,407 -273	-3%	-$38.3K	0.32%	49
2025 Q2	$1.17M	Sell	8,680 -881	-9%	-$110K	0.34%	46
2025 Q1	$1.17M	Buy	9,561 +3,729	+64%	+$481K	0.37%	45
2024 Q4	$750K	Buy	5,832 +383	+7%	+$49.6K	0.25%	54
2024 Q3	$685K	Buy	+5,449	New	+$660K	0.23%	60

Other funds holding ITOT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

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

Detalus Advisors's ITOT Position: Q3 2026 in Review

Detalus Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.95% in Q3 2026, selling an estimated $19K and leaving 11,892 shares worth $1.98M. The position accounts for 0.39% of the portfolio, ranked #40.

Detalus Advisors first reported a position in ITOT in Q3 2024 and has held it in 9 quarters since. 1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Detalus Advisors held 11,892 shares of iShares Core S&P Total US Stock Market ETF worth $1.98M as of Q3 2026.
Detalus Advisors sold 114 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $19K.
iShares Core S&P Total US Stock Market ETF made up 0.39% of Detalus Advisors's portfolio in Q3 2026, its #40 holding.
Detalus Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.