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ITOT icon

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

Formulate 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 		$5.47M Buy
32,877
+4,256
+15% +$708K 5.68% 7
2026
Q2 		$4.7M Buy
28,621
+860
+3% +$136K 4.95% 7
2026
Q1 		$3.95M Buy
27,761
+3,821
+16% +$568K 4.88% 7
2025
Q4 		$3.56M Sell
23,940
-16
-0.1% -$2.36K 4.17% 7
2025
Q3 		$3.49M Buy
+23,956
New +$3.36M 4.33% 7

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 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

Formulate Financial's ITOT Position: Q3 2026 in Review

Formulate Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q3 2026, buying an estimated $708K and bringing the position to 32,877 shares worth $5.47M. The position accounts for 5.68% of the portfolio, ranked #7.

Formulate Financial first reported a position in ITOT in Q3 2025 and has held it in 5 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Formulate Financial held 32,877 shares of iShares Core S&P Total US Stock Market ETF worth $5.47M as of Q3 2026.
  • Formulate Financial bought 4,256 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $708K.
  • iShares Core S&P Total US Stock Market ETF made up 5.68% of Formulate Financial's portfolio in Q3 2026, its #7 holding.
  • Formulate Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 5 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 Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.