Five Oceans Advisors
ITOT icon

Five Oceans Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Five Oceans Advisors’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 		$418K Hold
2,514
– – 0.16% 83
2026
Q2 		$413K Sell
2,514
-109
-4% -$17.3K 0.13% 99
2026
Q1 		$374K Hold
2,623
– – 0.14% 94
2025
Q4 		$390K Sell
2,623
-228
-8% -$33.6K 0.14% 88
2025
Q3 		$415K Hold
2,851
– – 0.15% 79
2025
Q2 		$385K Sell
2,851
-1,121
-28% -$140K 0.16% 80
2025
Q1 		$485K Sell
3,972
-412
-9% -$53.1K 0.23% 62
2024
Q4 		$564K Sell
4,384
-22
-0.5% -$2.85K 0.26% 56
2024
Q3 		$554K Hold
4,406
– – 0.27% 59
2024
Q2 		$523K Sell
4,406
-1
-0% -$115 0.27% 62
2024
Q1 		$508K Sell
4,407
-1
-0% -$110 0.26% 64
2023
Q4 		$464K Sell
4,408
-7
-0.2% -$686 0.26% 72
2023
Q3 		$416K Buy
4,415
+8
+0.2% +$786 0.27% 80
2023
Q2 		$431K Sell
4,407
-2,712
-38% -$251K 0.28% 76
2023
Q1 		$645K Buy
7,119
+13
+0.2% +$1.15K 0.42% 54
2022
Q4 		$603K Sell
7,106
-375
-5% -$32K 0.42% 57
2022
Q3 		$595K Buy
7,481
+335
+5% +$29.6K 0.47% 49
2022
Q2 		$599K Buy
7,146
+175
+3% +$15.9K 0.45% 47
2022
Q1 		$704K Buy
6,971
+377
+6% +$37.6K 0.63% 34
2021
Q4 		$705K Sell
6,594
-287
-4% -$30K 0.62% 34
2021
Q3 		$677K Buy
+6,881
New +$696K 0.78% 28

Other funds holding ITOT

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SigFig Wealth Management
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Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Five Oceans Advisors's ITOT Position: Q3 2026 in Review

Five Oceans Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 2,514 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #83.

Five Oceans Advisors first reported a position in ITOT in Q3 2021 and has held it in 21 quarters since. The position peaked at $705K in Q4 2021. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Five Oceans Advisors held 2,514 shares of iShares Core S&P Total US Stock Market ETF worth $418K as of Q3 2026.
  • Five Oceans Advisors 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 0.16% of Five Oceans Advisors's portfolio in Q3 2026, its #83 holding.
  • Five Oceans Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 21 quarters since.
  • Five Oceans Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $705K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.