Holistic Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Holistic Planning’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	$204K	Buy	+1,229	New	+$204K	0.03%	342

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Holistic Planning's ITOT Position: Q3 2026 in Review

Holistic Planning opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,229 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #342 among its holdings.

1,212 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Holistic Planning held 1,229 shares of iShares Core S&P Total US Stock Market ETF worth $204K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Holistic Planning position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #342 holding.
1,212 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.