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Lawood & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lawood & Co’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 		$511K Sell
3,073
-286
-9% -$47.6K 0.35% 57
2026
Q2 		$552K Sell
3,359
-436
-11% -$69.2K 0.37% 55
2026
Q1 		$541K Buy
3,795
+1,059
+39% +$157K 0.5% 51
2025
Q4 		$407K Buy
+2,736
New +$404K 0.39% 63

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

Lawood & Co's ITOT Position: Q3 2026 in Review

Lawood & Co reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.5% in Q3 2026, selling an estimated $47.6K and leaving 3,073 shares worth $511K. The position accounts for 0.35% of the portfolio, ranked #57.

Lawood & Co first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $552K in Q2 2026. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Lawood & Co held 3,073 shares of iShares Core S&P Total US Stock Market ETF worth $511K as of Q3 2026.
  • Lawood & Co sold 286 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $47.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of Lawood & Co's portfolio in Q3 2026, its #57 holding.
  • Lawood & Co 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.
  • Lawood & Co's iShares Core S&P Total US Stock Market ETF position peaked at $552K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.