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

Legacy Solutions LLC’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	$1.57M	Buy	9,467 +4	+0%	+$666	1.2%	18
2026 Q2	$1.55M	Buy	9,463 +2,038	+27%	+$323K	1.26%	17
2026 Q1	$1.06M	Buy	7,425 +1,521	+26%	+$226K	0.98%	22
2025 Q4	$878K	Buy	5,904 +349	+6%	+$51.5K	0.77%	25
2025 Q3	$809K	Buy	5,555 +160	+3%	+$22.4K	0.73%	27
2025 Q2	$728K	Sell	5,395 -246	-4%	-$30.7K	0.7%	30
2025 Q1	$688K	Buy	5,641 +845	+18%	+$109K	0.76%	23
2024 Q4	$617K	Buy	+4,796	New	+$621K	0.67%	29

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Legacy Solutions LLC's ITOT Position: Q3 2026 in Review

Legacy Solutions LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q3 2026, buying an estimated $666 and bringing the position to 9,467 shares worth $1.57M. The position accounts for 1.2% of the portfolio, ranked #18.

Legacy Solutions LLC first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Legacy Solutions LLC held 9,467 shares of iShares Core S&P Total US Stock Market ETF worth $1.57M as of Q3 2026.
Legacy Solutions LLC bought 4 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $666.
iShares Core S&P Total US Stock Market ETF made up 1.2% of Legacy Solutions LLC's portfolio in Q3 2026, its #18 holding.
Legacy Solutions LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.