Farnam Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Farnam Financial’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	$635K	Hold	3,823	–	–	0.47%	38
2026 Q2	$628K	Hold	3,823	–	–	0.46%	37
2026 Q1	$545K	Buy	3,823 +833	+28%	+$124K	0.45%	34
2025 Q4	$445K	Hold	2,990	–	–	0.33%	38
2025 Q3	$435K	Hold	2,990	–	–	0.34%	39
2025 Q2	$404K	Sell	2,990 -578	-16%	-$72.1K	0.36%	37
2025 Q1	$435K	Buy	3,568 +740	+26%	+$95.4K	0.44%	35
2024 Q4	$364K	Hold	2,828	–	–	0.38%	35
2024 Q3	$355K	Buy	+2,828	New	+$342K	0.39%	35

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

Farnam Financial's ITOT Position: Q3 2026 in Review

Farnam Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 3,823 shares worth $635K. The position accounts for 0.47% of the portfolio, ranked #38.

Farnam Financial first reported a position in ITOT in Q3 2024 and has held it in 9 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Farnam Financial held 3,823 shares of iShares Core S&P Total US Stock Market ETF worth $635K as of Q3 2026.
Farnam Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.47% of Farnam Financial's portfolio in Q3 2026, its #38 holding.
Farnam Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 9 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 Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.