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

Elevation Wealth Partners’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	$701K	Buy	4,215 +6	+0.1%	+$998	0.2%	65
2026 Q2	$691K	Sell	4,209 -16	-0.4%	-$2.54K	0.21%	66
2026 Q1	$602K	Sell	4,225 -71	-2%	-$10.6K	0.22%	64
2025 Q4	$639K	Sell	4,296 -50	-1%	-$7.38K	0.23%	59
2025 Q3	$633K	Sell	4,346 -101	-2%	-$14.2K	0.23%	62
2025 Q2	$601K	Buy	4,447 +9	+0.2%	+$1.12K	0.24%	61
2025 Q1	$541K	Buy	4,438 +9	+0.2%	+$1.16K	0.23%	63
2024 Q4	$570K	Buy	4,429 +10	+0.2%	+$1.3K	0.24%	62
2024 Q3	$555K	Sell	4,419 -99	-2%	-$12K	0.24%	66
2024 Q2	$537K	Buy	4,518 +5	+0.1%	+$574	0.25%	64
2024 Q1	$520K	Sell	4,513 -1,184	-21%	-$130K	0.26%	66
2023 Q4	$537K	Buy	5,697 +425	+8%	+$41.6K	0.32%	56
2023 Q3	$497K	Sell	5,272 -12	-0.2%	-$1.18K	0.43%	31
2023 Q2	$517K	Sell	5,284 -177	-3%	-$16.4K	0.44%	31
2023 Q1	$495K	Buy	+5,461	New	+$485K	0.45%	32

Other funds holding ITOT

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Elevation Wealth Partners's ITOT Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.14% in Q3 2026, buying an estimated $998 and bringing the position to 4,215 shares worth $701K. The position accounts for 0.2% of the portfolio, ranked #65.

Elevation Wealth Partners first reported a position in ITOT in Q1 2023 and has held it in 15 quarters since. 733 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Elevation Wealth Partners held 4,215 shares of iShares Core S&P Total US Stock Market ETF worth $701K as of Q3 2026.
Elevation Wealth Partners bought 6 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $998.
iShares Core S&P Total US Stock Market ETF made up 0.2% of Elevation Wealth Partners's portfolio in Q3 2026, its #65 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
733 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.