Doliver Advisors
ITOT icon

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

Doliver 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 		$3.98M Sell
23,945
-9,737
-29% -$1.62M 0.87% 15
2026
Q2 		$5.53M Buy
33,682
+54
+0.2% +$8.57K 1.25% 12
2026
Q1 		$4.79M Sell
33,628
-71
-0.2% -$10.6K 1.09% 11
2025
Q4 		$5.01M Sell
33,699
-371
-1% -$54.8K 1.25% 11
2025
Q3 		$4.96M Sell
34,070
-54
-0.2% -$7.57K 1.28% 11
2025
Q2 		$4.61M Sell
34,124
-2,345
-6% -$293K 1.26% 12
2025
Q1 		$4.45M Sell
36,469
-2,940
-7% -$379K 1.25% 12
2024
Q4 		$5.07M Sell
39,409
-10,269
-21% -$1.33M 1.41% 10
2024
Q3 		$6.24M Sell
49,678
-2,482
-5% -$300K 1.71% 7
2024
Q2 		$6.2M Sell
52,160
-10,685
-17% -$1.23M 1.73% 7
2024
Q1 		$7.25M Buy
62,845
+8,926
+17% +$979K 2.04% 5
2023
Q4 		$5.67M Sell
53,919
-35
-0.1% -$3.43K 1.74% 6
2023
Q3 		$5.08M Sell
53,954
-1,338
-2% -$131K 1.53% 6
2023
Q2 		$5.41M Hold
55,292
– – 1.65% 4
2023
Q1 		$5.01M Buy
55,292
+71
+0.1% +$6.3K 1.57% 5
2022
Q4 		$4.68M Sell
55,221
-28,032
-34% -$2.39M 1.54% 5
2022
Q3 		$6.62M Buy
83,253
+21,219
+34% +$1.88M 2.44% 4
2022
Q2 		$5.2M Sell
62,034
-26,658
-30% -$2.43M 1.85% 5
2022
Q1 		$8.95M Buy
+88,692
New +$8.84M 2.83% 3
2021
Q2 		– Sell
-166,089
Closed -$15.2M – 147
2021
Q1 		$15.2M Buy
166,089
+96,183
+138% +$8.63M 5.66% 4
2020
Q4 		$6.03M Buy
69,906
+50,676
+264% +$4.1M 2.66% 4
2020
Q3 		$1.45M Sell
19,230
-4,690
-20% -$350K 0.74% 23
2020
Q2 		$1.66M Buy
23,920
+2,510
+12% +$164K 0.74% 25
2020
Q1 		$1.37M Buy
21,410
+1,250
+6% +$85.8K 0.68% 30
2019
Q4 		$1.46M Sell
20,160
-1,350
-6% -$93.9K 0.58% 28
2019
Q3 		$1.45M Buy
+21,510
New +$1.44M 0.58% 26

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

Doliver Advisors's ITOT Position: Q3 2026 in Review

Doliver Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 29% in Q3 2026, selling an estimated $1.62M and leaving 23,945 shares worth $3.98M. The position accounts for 0.87% of the portfolio, ranked #15.

Doliver Advisors first reported a position in ITOT in Q3 2019 and has held it in 26 quarters since. The position peaked at $15.2M in Q1 2021. 1,229 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Doliver Advisors held 23,945 shares of iShares Core S&P Total US Stock Market ETF worth $3.98M as of Q3 2026.
  • Doliver Advisors sold 9,737 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.62M.
  • iShares Core S&P Total US Stock Market ETF made up 0.87% of Doliver Advisors's portfolio in Q3 2026, its #15 holding.
  • Doliver Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 26 quarters since.
  • Doliver Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $15.2M in Q1 2021.
  • 1,229 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.