IRC
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Investors Research Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Investors Research Corp’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 		$6.72M Sell
40,390
-18,030
-31% -$3M 1.18% 21
2026
Q2 		$9.6M Sell
58,420
-2,052
-3% -$326K 1.72% 15
2026
Q1 		$8.61M Sell
60,472
-4,952
-8% -$736K 1.65% 16
2025
Q4 		$9.73M Sell
65,424
-1,491
-2% -$220K 1.78% 11
2025
Q3 		$9.75M Sell
66,915
-1,200
-2% -$168K 1.8% 11
2025
Q2 		$9.2M Sell
68,115
-1,904
-3% -$238K 1.8% 11
2025
Q1 		$8.54M Sell
70,019
-1,834
-3% -$236K 1.85% 11
2024
Q4 		$9.24M Sell
71,853
-2,022
-3% -$262K 2.03% 11
2024
Q3 		$9.28M Sell
73,875
-434
-0.6% -$52.5K 2.03% 11
2024
Q2 		$8.83M Sell
74,309
-1,008
-1% -$116K 2.06% 11
2024
Q1 		$8.68M Sell
75,317
-2,782
-4% -$305K 2.03% 11
2023
Q4 		$8.22M Sell
78,099
-1,016
-1% -$99.6K 1.98% 11
2023
Q3 		$7.45M Buy
79,115
+1,346
+2% +$132K 1.95% 11
2023
Q2 		$7.61M Buy
77,769
+3,139
+4% +$290K 1.92% 8
2023
Q1 		$6.76M Buy
74,630
+3,526
+5% +$313K 1.76% 8
2022
Q4 		$6.03M Buy
71,104
+4,015
+6% +$343K 1.63% 8
2022
Q3 		$5.34M Buy
67,089
+7,551
+13% +$668K 1.63% 8
2022
Q2 		$4.99M Buy
59,538
+10,520
+21% +$958K 1.5% 8
2022
Q1 		$4.95M Buy
49,018
+12,147
+33% +$1.21M 1.4% 8
2021
Q4 		$3.94M Buy
36,871
+9,633
+35% +$1.01M 1.19% 8
2021
Q3 		$2.68M Buy
27,238
+6,261
+30% +$633K 0.9% 15
2021
Q2 		$2.07M Buy
20,977
+6,873
+49% +$661K 0.72% 24
2021
Q1 		$1.29M Buy
14,104
+6,344
+82% +$569K 0.49% 54
2020
Q4 		$669K Buy
7,760
+4,252
+121% +$344K 0.26% 133
2020
Q3 		$265K Buy
3,508
+3,422
+3,979% +$255K 0.13% 237
2020
Q2 		$6K Hold
86
– – ﹤0.01% 883
2020
Q1 		$5K Hold
86
– – ﹤0.01% 887
2019
Q4 		$6K Hold
86
– – ﹤0.01% 919
2019
Q3 		$6K Hold
86
– – ﹤0.01% 915
2019
Q2 		$6K Buy
+86
New +$5.63K ﹤0.01% 863

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Investors Research Corp's ITOT Position: Q3 2026 in Review

Investors Research Corp reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 31% in Q3 2026, selling an estimated $3M and leaving 40,390 shares worth $6.72M. The position accounts for 1.18% of the portfolio, ranked #21.

Investors Research Corp first reported a position in ITOT in Q2 2019 and has held it in 30 quarters since. The position peaked at $9.75M in Q3 2025. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Investors Research Corp held 40,390 shares of iShares Core S&P Total US Stock Market ETF worth $6.72M as of Q3 2026.
  • Investors Research Corp sold 18,030 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $3M.
  • iShares Core S&P Total US Stock Market ETF made up 1.18% of Investors Research Corp's portfolio in Q3 2026, its #21 holding.
  • Investors Research Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 30 quarters since.
  • Investors Research Corp's iShares Core S&P Total US Stock Market ETF position peaked at $9.75M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.