Dynamic Advisor Solutions
ITOT icon

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

Dynamic Advisor 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 		$3.71M Sell
22,304
-3,178
-12% -$529K 0.11% 206
2026
Q2 		$4.19M Buy
25,482
+5,831
+30% +$926K 0.12% 187
2026
Q1 		$2.8M Buy
19,651
+6,798
+53% +$1.01M 0.09% 240
2025
Q4 		$1.91M Sell
12,853
-432
-3% -$63.8K 0.06% 303
2025
Q3 		$1.93M Buy
13,285
+448
+3% +$62.8K 0.06% 328
2025
Q2 		$1.73M Buy
12,837
+1,886
+17% +$235K 0.05% 327
2025
Q1 		$1.34M Buy
10,951
+1,389
+15% +$179K 0.04% 359
2024
Q4 		$1.23M Sell
9,562
-36,762
-79% -$4.76M 0.05% 278
2024
Q3 		$5.82M Sell
46,324
-250
-0.5% -$30.3K 0.17% 146
2024
Q2 		$5.53M Buy
46,574
+4,908
+12% +$563K 0.17% 150
2024
Q1 		$4.8M Buy
41,666
+1,478
+4% +$162K 0.16% 172
2023
Q4 		$4.15M Buy
40,188
+11,770
+41% +$1.15M 0.15% 183
2023
Q3 		$2.68M Buy
28,418
+18,762
+194% +$1.84M 0.13% 190
2023
Q2 		$945K Buy
9,656
+1,281
+15% +$118K 0.05% 360
2023
Q1 		$758K Sell
8,375
-242
-3% -$21.5K 0.04% 382
2022
Q4 		$731K Buy
8,617
+1,329
+18% +$113K 0.05% 345
2022
Q3 		$580K Buy
7,288
+2,516
+53% +$222K 0.04% 363
2022
Q2 		$400K Sell
4,772
-1,727
-27% -$157K 0.03% 458
2022
Q1 		$656K Buy
6,499
+2,186
+51% +$218K 0.05% 370
2021
Q4 		$461K Sell
4,313
-3,097
-42% -$324K 0.03% 450
2021
Q3 		$729K Buy
7,410
+2,843
+62% +$287K 0.05% 358
2021
Q2 		$451K Buy
4,567
+1,305
+40% +$126K 0.04% 457
2021
Q1 		$299K Buy
3,262
+577
+21% +$51.8K 0.03% 502
2020
Q4 		$231K Sell
2,685
-2,436
-48% -$197K 0.02% 559
2020
Q3 		$387K Sell
5,121
-1,866
-27% -$139K 0.04% 368
2020
Q2 		$485K Buy
6,987
+784
+13% +$51.2K 0.07% 280
2020
Q1 		$355K Buy
6,203
+1,963
+46% +$135K 0.06% 307
2019
Q4 		$308K Buy
+4,240
New +$295K 0.04% 404
2019
Q2 		– Sell
-4,608
Closed -$297K – 542
2019
Q1 		$297K Sell
4,608
-446
-9% -$27.7K 0.06% 301
2018
Q4 		$307K Buy
5,054
+106
+2% +$6.51K 0.07% 281
2018
Q3 		$330K Sell
4,948
-1,505
-23% -$98.6K 0.07% 283
2018
Q2 		$404K Buy
+6,453
New +$401K 0.09% 249

Other funds holding ITOT

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Dynamic Advisor Solutions's ITOT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q3 2026, selling an estimated $529K and leaving 22,304 shares worth $3.71M. The position accounts for 0.11% of the portfolio, ranked #206.

Dynamic Advisor Solutions first reported a position in ITOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.82M in Q3 2024. 402 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Dynamic Advisor Solutions held 22,304 shares of iShares Core S&P Total US Stock Market ETF worth $3.71M as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,178 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $529K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #206 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $5.82M in Q3 2024.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.