Holos Integrated Wealth
ITOT icon

Holos Integrated Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Holos Integrated Wealth’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 		$118K Hold
709
– – 0.05% 116
2026
Q2 		$116K Sell
709
-962
-58% -$153K 0.05% 114
2026
Q1 		$241K Buy
+1,671
New +$248K 0.12% 70

Other funds holding ITOT

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
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

Holos Integrated Wealth's ITOT Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 709 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #116.

Holos Integrated Wealth first reported a position in ITOT in Q1 2026 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Holos Integrated Wealth held 709 shares of iShares Core S&P Total US Stock Market ETF worth $118K as of Q3 2026.
  • Holos Integrated Wealth 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 0.05% of Holos Integrated Wealth's portfolio in Q3 2026, its #116 holding.
  • Holos Integrated Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $241K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.