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

DKM 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 		$8.47M Buy
50,917
+2,523
+5% +$420K 5.36% 6
2026
Q2 		$7.95M Sell
48,394
-753
-2% -$120K 5.2% 6
2026
Q1 		$7M Buy
49,147
+578
+1% +$85.9K 5.05% 6
2025
Q4 		$7.22M Sell
48,569
-772
-2% -$114K 5.39% 6
2025
Q3 		$7.19M Sell
49,341
-814
-2% -$114K 5.77% 5
2025
Q2 		$6.77M Sell
50,155
-605
-1% -$75.5K 5.84% 6
2025
Q1 		$6.19M Buy
50,760
+1,969
+4% +$254K 6.01% 5
2024
Q4 		$6.28M Buy
+48,791
New +$6.32M 5.95% 5

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

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

DKM Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q3 2026, buying an estimated $420K and bringing the position to 50,917 shares worth $8.47M. The position accounts for 5.36% of the portfolio, ranked #6.

DKM Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • DKM Wealth Management held 50,917 shares of iShares Core S&P Total US Stock Market ETF worth $8.47M as of Q3 2026.
  • DKM Wealth Management bought 2,523 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $420K.
  • iShares Core S&P Total US Stock Market ETF made up 5.36% of DKM Wealth Management's portfolio in Q3 2026, its #6 holding.
  • DKM Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.