KWB Wealth
ITOT icon

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

KWB 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 		$232K Buy
1,397
+1
+0.1% +$166 0.02% 168
2026
Q2 		$229K Buy
1,396
+1
+0.1% +$159 0.02% 158
2026
Q1 		$207K Hold
1,395
– – 0.02% 162
2025
Q4 		$207K Buy
+1,395
New +$206K 0.02% 171

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

KWB Wealth's ITOT Position: Q3 2026 in Review

KWB Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q3 2026, buying an estimated $166 and bringing the position to 1,397 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #168.

KWB Wealth first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 986 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • KWB Wealth held 1,397 shares of iShares Core S&P Total US Stock Market ETF worth $232K as of Q3 2026.
  • KWB Wealth bought 1 iShares Core S&P Total US Stock Market ETF share in Q3 2026, an estimated $166.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #168 holding.
  • KWB Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.