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Legacy Private Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Private Trust’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 		$6.86M Sell
41,276
-2,899
-7% -$482K 0.38% 55
2026
Q2 		$7.26M Sell
44,175
-4,925
-10% -$782K 0.4% 52
2026
Q1 		$6.99M Sell
49,100
-1,433
-3% -$213K 0.43% 48
2025
Q4 		$7.51M Sell
50,533
-761
-1% -$112K 0.44% 46
2025
Q3 		$7.47M Sell
51,294
-7,293
-12% -$1.02M 0.45% 50
2025
Q2 		$7.91M Buy
58,587
+16,515
+39% +$2.06M 0.51% 43
2025
Q1 		$5.13M Sell
42,072
-184,340
-81% -$23.8M 0.35% 59
2024
Q4 		$29.1M Buy
226,412
+5,827
+3% +$754K 1.91% 11
2024
Q3 		$27.7M Sell
220,585
-4,144
-2% -$502K 1.86% 11
2024
Q2 		$26.7M Sell
224,729
-853
-0.4% -$97.9K 1.9% 11
2024
Q1 		$26M Sell
225,582
-7,285
-3% -$799K 1.9% 11
2023
Q4 		$24.5M Buy
232,867
+1,245
+0.5% +$122K 1.95% 9
2023
Q3 		$21.8M Sell
231,622
-195,326
-46% -$19.2M 1.88% 9
2023
Q2 		$41.8M Buy
426,948
+21,929
+5% +$2.03M 3.45% 4
2023
Q1 		$36.7M Sell
405,019
-191,543
-32% -$17M 3.13% 5
2022
Q4 		$50.6M Buy
596,562
+26,183
+5% +$2.23M 4.57% 3
2022
Q3 		$45.4M Sell
570,379
-48,348
-8% -$4.27M 4.31% 2
2022
Q2 		$51.8M Buy
618,727
+19,388
+3% +$1.77M 4.64% 2
2022
Q1 		$60.5M Sell
599,339
-156,165
-21% -$15.6M 4.7% 2
2021
Q4 		$80.8M Buy
755,504
+205,565
+37% +$21.5M 6.07% 2
2021
Q3 		$54.1M Buy
549,939
+157,656
+40% +$15.9M 4.38% 2
2021
Q2 		$38.7M Buy
392,283
+9,406
+2% +$905K 3.27% 5
2021
Q1 		$35.1M Sell
382,877
-11,789
-3% -$1.06M 3.16% 6
2020
Q4 		$34M Sell
394,666
-24,870
-6% -$2.01M 3.22% 6
2020
Q3 		$31.7M Buy
419,536
+212,569
+103% +$15.9M 3.27% 5
2020
Q2 		$14.4M Sell
206,967
-494,975
-71% -$32.4M 1.58% 11
2020
Q1 		$40.2M Sell
701,942
-200,807
-22% -$13.8M 5.21% 3
2019
Q4 		$65.6M Buy
902,749
+293,639
+48% +$20.4M 6.87% 1
2019
Q3 		$40.9M Buy
609,110
+277,739
+84% +$18.6M 4.57% 3
2019
Q2 		$22.1M Buy
331,371
+26,150
+9% +$1.71M 2.51% 5
2019
Q1 		$19.7M Buy
+305,221
New +$18.9M 2.33% 9

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

Legacy Private Trust's ITOT Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.6% in Q3 2026, selling an estimated $482K and leaving 41,276 shares worth $6.86M. The position accounts for 0.38% of the portfolio, ranked #55.

Legacy Private Trust first reported a position in ITOT in Q1 2019 and has held it in 31 quarters since. The position peaked at $80.8M in Q4 2021. 91 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Legacy Private Trust held 41,276 shares of iShares Core S&P Total US Stock Market ETF worth $6.86M as of Q3 2026.
  • Legacy Private Trust sold 2,899 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $482K.
  • iShares Core S&P Total US Stock Market ETF made up 0.38% of Legacy Private Trust's portfolio in Q3 2026, its #55 holding.
  • Legacy Private Trust 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.
  • Legacy Private Trust's iShares Core S&P Total US Stock Market ETF position peaked at $80.8M in Q4 2021.
  • 91 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.