Financial Management Network
ITOT icon

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

Financial Management Network’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 		$350K Buy
2,083
+1
+0% +$166 0.05% 153
2026
Q2 		$339K Buy
2,082
+1
+0% +$159 0.05% 162
2026
Q1 		$310K Buy
2,081
+7
+0.3% +$1.04K 0.05% 160
2025
Q4 		$309K Buy
2,074
+61
+3% +$9K 0.05% 149
2025
Q3 		$296K Sell
2,013
-16
-0.8% -$2.24K 0.05% 150
2025
Q2 		$278K Sell
2,029
-873
-30% -$109K 0.05% 150
2025
Q1 		$319K Buy
2,902
+39
+1% +$5.03K 0.07% 125
2024
Q4 		$372K Sell
2,863
-337
-11% -$43.6K 0.08% 121
2024
Q3 		$401K Sell
3,200
-36
-1% -$4.36K 0.08% 124
2024
Q2 		$391K Sell
3,236
-444
-12% -$51K 0.09% 114
2024
Q1 		$416K Buy
3,680
+42
+1% +$4.61K 0.1% 109
2023
Q4 		$376K Sell
3,638
-16
-0.4% -$1.57K 0.11% 104
2023
Q3 		$341K Buy
3,654
+72
+2% +$7.08K 0.11% 110
2023
Q2 		$351K Buy
+3,582
New +$331K 0.12% 108
2022
Q2 		– Sell
-2,154
Closed -$220K – 126
2022
Q1 		$220K Sell
2,154
-170
-7% -$17K 0.11% 110
2021
Q4 		$250K Buy
2,324
+124
+6% +$13K 0.11% 114
2021
Q3 		$216K Buy
2,200
+1
+0% +$101 0.11% 119
2021
Q2 		$220K Buy
2,199
+65
+3% +$6.25K 0.11% 118
2021
Q1 		$206K Buy
+2,134
New +$191K 0.11% 122

Other funds holding ITOT

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
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
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Financial Management Network's ITOT Position: Q3 2026 in Review

Financial Management Network increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q3 2026, buying an estimated $166 and bringing the position to 2,083 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #153.

Financial Management Network first reported a position in ITOT in Q1 2021 and has held it in 19 quarters since. The position peaked at $416K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Financial Management Network held 2,083 shares of iShares Core S&P Total US Stock Market ETF worth $350K as of Q3 2026.
  • Financial Management Network bought 1 iShares Core S&P Total US Stock Market ETF share in Q3 2026, an estimated $166.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #153 holding.
  • Financial Management Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 19 quarters since.
  • Financial Management Network's iShares Core S&P Total US Stock Market ETF position peaked at $416K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.