Lantz Financial
ITOT icon

Lantz Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lantz Financial’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 		$300K Sell
1,802
-238
-12% -$39.6K 0.05% 218
2026
Q2 		$335K Buy
2,040
+132
+7% +$21K 0.06% 207
2026
Q1 		$272K Buy
1,908
+59
+3% +$8.77K 0.06% 214
2025
Q4 		$275K Hold
1,849
– – 0.06% 217
2025
Q3 		$269K Hold
1,849
– – 0.06% 211
2025
Q2 		$250K Sell
1,849
-16
-0.9% -$2K 0.06% 203
2025
Q1 		$228K Hold
1,865
– – 0.06% 199
2024
Q4 		$240K Sell
1,865
-646
-26% -$83.6K 0.06% 199
2024
Q3 		$315K Sell
2,511
-330
-12% -$40K 0.09% 181
2024
Q2 		$337K Hold
2,841
– – 0.1% 154
2024
Q1 		$328K Hold
2,841
– – 0.11% 153
2023
Q4 		$299K Hold
2,841
– – 0.11% 157
2023
Q3 		$268K Hold
2,841
– – 0.11% 152
2023
Q2 		$278K Buy
2,841
+151
+6% +$14K 0.11% 152
2023
Q1 		$244K Hold
2,690
– – 0.1% 162
2022
Q4 		$228K Buy
2,690
+155
+6% +$13.2K 0.1% 162
2022
Q3 		$202K Buy
2,535
+85
+3% +$7.52K 0.11% 156
2022
Q2 		$205K Sell
2,450
-307
-11% -$28K 0.09% 160
2022
Q1 		$278K Sell
2,757
-378
-12% -$37.7K 0.11% 145
2021
Q4 		$335K Hold
3,135
– – 0.15% 119
2021
Q3 		$308K Hold
3,135
– – 0.16% 119
2021
Q2 		$310K Hold
3,135
– – 0.16% 119
2021
Q1 		$287K Hold
3,135
– – 0.16% 109
2020
Q4 		$270K Hold
3,135
– – 0.17% 104
2020
Q3 		$237K Sell
3,135
-2
-0.1% -$149 0.16% 101
2020
Q2 		$218K Sell
3,137
-1,720
-35% -$112K 0.16% 100
2020
Q1 		$278K Buy
4,857
+313
+7% +$21.5K 0.22% 90
2019
Q4 		$330K Buy
4,544
+491
+12% +$34.2K 0.2% 103
2019
Q3 		$264K Buy
4,053
+926
+30% +$62K 0.18% 105
2019
Q2 		$210K Hold
3,127
– – 0.14% 121
2019
Q1 		$201K Buy
+3,127
New +$194K 0.15% 111

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Lantz Financial's ITOT Position: Q3 2026 in Review

Lantz Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q3 2026, selling an estimated $39.6K and leaving 1,802 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #218.

Lantz Financial first reported a position in ITOT in Q1 2019 and has held it in 31 quarters since. The position peaked at $337K in Q2 2024. 1,168 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Lantz Financial held 1,802 shares of iShares Core S&P Total US Stock Market ETF worth $300K as of Q3 2026.
  • Lantz Financial sold 238 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $39.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #218 holding.
  • Lantz Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's iShares Core S&P Total US Stock Market ETF position peaked at $337K in Q2 2024.
  • 1,168 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.