Helen Stephens Group
ITOT icon

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

Helen Stephens 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 		$5.17M Buy
31,073
+82
+0.3% +$13.6K 0.82% 24
2026
Q2 		$5.09M Buy
30,991
+74
+0.2% +$11.7K 0.86% 23
2026
Q1 		$4.4M Buy
30,917
+1,030
+3% +$153K 0.88% 23
2025
Q4 		$4.44M Buy
29,887
+78
+0.3% +$11.5K 0.93% 19
2025
Q3 		$4.34M Buy
29,809
+67
+0.2% +$9.4K 0.96% 20
2025
Q2 		$4.02M Buy
29,742
+5,179
+21% +$646K 1% 20
2025
Q1 		$3M Buy
24,563
+12,825
+109% +$1.65M 0.85% 22
2024
Q4 		$1.51M Sell
11,738
-2,248
-16% -$291K 0.45% 32
2024
Q3 		$1.76M Buy
13,986
+4,119
+42% +$499K 0.53% 28
2024
Q2 		$1.17M Buy
+9,867
New +$1.13M 0.41% 35

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Helen Stephens Group's ITOT Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q3 2026, buying an estimated $13.6K and bringing the position to 31,073 shares worth $5.17M. The position accounts for 0.82% of the portfolio, ranked #24.

Helen Stephens Group first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. 1,445 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Helen Stephens Group held 31,073 shares of iShares Core S&P Total US Stock Market ETF worth $5.17M as of Q3 2026.
  • Helen Stephens Group bought 82 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $13.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.82% of Helen Stephens Group's portfolio in Q3 2026, its #24 holding.
  • Helen Stephens Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,445 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.