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

Discipline Wealth Solutions’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	$3.72M	Buy	22,401 +248	+1%	+$41.3K	0.32%	51
2026 Q2	$3.64M	Buy	22,153 +474	+2%	+$75.2K	0.32%	49
2026 Q1	$3.09M	Sell	21,679 -267	-1%	-$39.7K	0.33%	50
2025 Q4	$3.26M	Sell	21,946 -285	-1%	-$42.1K	0.6%	39
2025 Q3	$3.24M	Buy	22,231 +17,699	+391%	+$2.48M	0.85%	24
2025 Q2	$612K	Buy	+4,532	New	+$566K	0.23%	52

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

AlTi Global New York $4.86B AUM 17.35% 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

Discipline Wealth Solutions's ITOT Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q3 2026, buying an estimated $41.3K and bringing the position to 22,401 shares worth $3.72M. The position accounts for 0.32% of the portfolio, ranked #51.

Discipline Wealth Solutions first reported a position in ITOT in Q2 2025 and has held it in 6 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Discipline Wealth Solutions held 22,401 shares of iShares Core S&P Total US Stock Market ETF worth $3.72M as of Q3 2026.
Discipline Wealth Solutions bought 248 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $41.3K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Discipline Wealth Solutions's portfolio in Q3 2026, its #51 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 6 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 Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.