Life Planning Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Life Planning Partners’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 Q2	$26.6M	Sell	161,686 -14,823	-8%	-$2.35M	19.74%	1
2026 Q1	$25.1M	Sell	176,509 -112	-0.1%	-$16.7K	19.19%	1
2025 Q4	$26.3M	Sell	176,621 -8,615	-5%	-$1.27M	20.12%	1
2025 Q3	$27M	Sell	185,236 -193	-0.1%	-$27.1K	19.7%	1
2025 Q2	$25M	Sell	185,429 -808	-0.4%	-$101K	19.93%	1
2025 Q1	$22.7M	Sell	186,237 -178	-0.1%	-$22.9K	20.57%	1
2024 Q4	$24M	Sell	186,415 -1,131	-0.6%	-$146K	22.17%	1
2024 Q3	$23.6M	Sell	187,546 -20,536	-10%	-$2.49M	21.04%	1
2024 Q2	$24.7M	Buy	208,082 +68,746	+49%	+$7.89M	22.43%	1
2024 Q1	$16.1M	Sell	139,336 -25	-0%	-$2.74K	16%	1
2023 Q4	$14.7M	Buy	+139,361	New	+$13.7M	14.43%	1
2022 Q3	$11.5M	Sell	144,253 -1,791	-1%	-$158K	13.14%	1
2022 Q2	$12.2M	Buy	146,044 +507	+0.3%	+$46.2K	13.76%	1
2022 Q1	$14.7M	Buy	145,537 +6,657	+5%	+$664K	14.95%	1
2021 Q4	$14.9M	Buy	+138,880	New	+$14.5M	14.96%	1

Other funds holding ITOT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Life Planning Partners's ITOT Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.4% in Q2 2026, selling an estimated $2.35M and leaving 161,686 shares worth $26.6M. The position accounts for 19.74% of the portfolio, ranked #1.

Life Planning Partners first reported a position in ITOT in Q4 2021 and has held it in 15 quarters since. The position peaked at $27M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Life Planning Partners held 161,686 shares of iShares Core S&P Total US Stock Market ETF worth $26.6M as of Q2 2026.
Life Planning Partners sold 14,823 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.35M.
iShares Core S&P Total US Stock Market ETF made up 19.74% of Life Planning Partners's portfolio in Q2 2026, its #1 holding.
Life Planning Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's iShares Core S&P Total US Stock Market ETF position peaked at $27M in Q3 2025.
1,084 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.