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

Level Wealth Management’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	$13.5M	Buy	80,950 +9	+0%	+$1.5K	5.13%	4
2026 Q2	$13.3M	Sell	80,941 -217	-0.3%	-$34.4K	5.33%	5
2026 Q1	$11.6M	Buy	81,158 +487	+0.6%	+$72.4K	5.42%	5
2025 Q4	$12M	Sell	80,671 -14,828	-16%	-$2.19M	6.13%	4
2025 Q3	$13.9M	Sell	95,499 -770	-0.8%	-$108K	7.32%	4
2025 Q2	$13M	Buy	96,269 +91,142	+1,778%	+$11.4M	7.56%	4
2025 Q1	$626K	Sell	5,127 -135	-3%	-$17.4K	0.41%	24
2024 Q4	$677K	Buy	+5,262	New	+$681K	0.48%	21

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

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

Level Wealth Management's ITOT Position: Q3 2026 in Review

Level Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q3 2026, buying an estimated $1.5K and bringing the position to 80,950 shares worth $13.5M. The position accounts for 5.13% of the portfolio, ranked #4.

Level Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.9M in Q3 2025. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Level Wealth Management held 80,950 shares of iShares Core S&P Total US Stock Market ETF worth $13.5M as of Q3 2026.
Level Wealth Management bought 9 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.5K.
iShares Core S&P Total US Stock Market ETF made up 5.13% of Level Wealth Management's portfolio in Q3 2026, its #4 holding.
Level Wealth Management 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.
Level Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $13.9M in Q3 2025.
642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.