Kings Path Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kings Path Partners’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	$3.35M	Sell	20,134 -19	-0.1%	-$3.16K	0.88%	24
2026 Q2	$3.31M	Sell	20,153 -4,023	-17%	-$639K	0.88%	25
2026 Q1	$3.44M	Buy	24,176 +4	+0%	+$595	1.18%	19
2025 Q4	$3.59M	Sell	24,172 -45	-0.2%	-$6.64K	1.26%	18
2025 Q3	$3.53M	Buy	24,217 +1	+0%	+$140	1.3%	18
2025 Q2	$3.27M	Buy	24,216 +1,342	+6%	+$167K	1.32%	18
2025 Q1	$2.79M	Buy	22,874 +2	+0%	+$258	1.37%	17
2024 Q4	$2.94M	Buy	22,872 +8,929	+64%	+$1.16M	1.26%	17
2024 Q3	$1.75M	Sell	13,943 -102	-0.7%	-$12.3K	0.73%	24
2024 Q2	$1.67M	Buy	+14,045	New	+$1.61M	0.79%	26

Other funds holding ITOT

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Kings Path Partners's ITOT Position: Q3 2026 in Review

Kings Path Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q3 2026, selling an estimated $3.16K and leaving 20,134 shares worth $3.35M. The position accounts for 0.88% of the portfolio, ranked #24.

Kings Path Partners first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.59M in Q4 2025. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Kings Path Partners held 20,134 shares of iShares Core S&P Total US Stock Market ETF worth $3.35M as of Q3 2026.
Kings Path Partners sold 19 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $3.16K.
iShares Core S&P Total US Stock Market ETF made up 0.88% of Kings Path Partners's portfolio in Q3 2026, its #24 holding.
Kings Path Partners 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.
Kings Path Partners's iShares Core S&P Total US Stock Market ETF position peaked at $3.59M in Q4 2025.
642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.