Fund Evaluation Group
ITOT icon

Fund Evaluation Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fund Evaluation Group’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 		$694K Buy
+4,175
New +$695K 0.02% 70
2022
Q1 		– Sell
-51,707
Closed -$5.53M – 41
2021
Q4 		$5.53M Buy
+51,707
New +$5.4M 0.6% 11

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

Fund Evaluation Group's ITOT Position: Q3 2026 in Review

Fund Evaluation Group opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 4,175 shares worth $694K. The stake represents 0.02% of the portfolio and ranks #70 among its holdings. This is a return to the name: Fund Evaluation Group previously reported a position in ITOT as recently as Q4 2021.

Fund Evaluation Group first reported a position in ITOT in Q4 2021 and has held it in 2 quarters since. The position peaked at $5.53M in Q4 2021. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Fund Evaluation Group held 4,175 shares of iShares Core S&P Total US Stock Market ETF worth $694K as of Q3 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Fund Evaluation Group position in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Fund Evaluation Group's portfolio in Q3 2026, its #70 holding.
  • Fund Evaluation Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 2 quarters since.
  • Fund Evaluation Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.53M in Q4 2021.
  • 1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Fund Evaluation Group's 13F filing for Q3 2026, filed 5 Nov 2026.