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

Financial Designs’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 		$46.7M Sell
281,068
-153
-0.1% -$25.5K 24.06% 1
2026
Q2 		$46.2M Sell
281,221
-3,028
-1% -$481K 24.76% 1
2026
Q1 		$40.5M Buy
284,249
+1,086
+0.4% +$161K 22.54% 1
2025
Q4 		$42.1M Buy
283,163
+6,593
+2% +$973K 23.85% 1
2025
Q3 		$41.2M Buy
276,570
+9,434
+4% +$1.32M 23.85% 1
2025
Q2 		$36.1M Sell
267,136
-4,224
-2% -$527K 22.11% 1
2025
Q1 		$33.1M Sell
271,360
-7,358
-3% -$948K 23.06% 1
2024
Q4 		$35.8M Sell
278,718
-16,836
-6% -$2.18M 23.61% 1
2024
Q3 		$37.1M Sell
295,554
-1,024
-0.3% -$124K 23.96% 1
2024
Q2 		$35.2M Sell
296,578
-6,745
-2% -$774K 24.21% 1
2024
Q1 		$35M Sell
303,323
-10,205
-3% -$1.12M 23.05% 1
2023
Q4 		$33M Buy
313,528
+309,207
+7,156% +$30.3M 26.98% 1
2023
Q3 		$407K Buy
+4,321
New +$425K 0.31% 18

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Financial Designs's ITOT Position: Q3 2026 in Review

Financial Designs reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q3 2026, selling an estimated $25.5K and leaving 281,068 shares worth $46.7M. The position accounts for 24.06% of the portfolio, ranked #1.

Financial Designs first reported a position in ITOT in Q3 2023 and has held it in 13 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Financial Designs held 281,068 shares of iShares Core S&P Total US Stock Market ETF worth $46.7M as of Q3 2026.
  • Financial Designs sold 153 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $25.5K.
  • iShares Core S&P Total US Stock Market ETF made up 24.06% of Financial Designs's portfolio in Q3 2026, its #1 holding.
  • Financial Designs first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 13 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 Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.