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365 WMG Private Fund I: Primus Fund LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

365 WMG Private Fund I: Primus Fund LLC’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 		$317K Buy
+1,906
New +$317K 0.19% 65

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Prime Capital Investment Advisors
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Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
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Cisco Systems
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Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

365 WMG Private Fund I: Primus Fund LLC's ITOT Position: Q3 2026 in Review

365 WMG Private Fund I: Primus Fund LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,906 shares worth $317K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

490 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • 365 WMG Private Fund I: Primus Fund LLC held 1,906 shares of iShares Core S&P Total US Stock Market ETF worth $317K as of Q3 2026.
  • iShares Core S&P Total US Stock Market ETF was a new 365 WMG Private Fund I: Primus Fund LLC position in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of 365 WMG Private Fund I: Primus Fund LLC's portfolio in Q3 2026, its #65 holding.
  • 490 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on 365 WMG Private Fund I: Primus Fund LLC's 13F filing for Q3 2026, filed 20 Oct 2026.