LC
ITOT icon

Lincoln Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lincoln Capital’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 		$229K Sell
1,378
-8
-0.6% -$1.33K 0.04% 130
2026
Q2 		$228K Sell
1,386
-104
-7% -$16.5K 0.04% 129
2026
Q1 		$212K Sell
1,490
-24
-2% -$3.57K 0.04% 130
2025
Q4 		$225K Sell
1,514
-30
-2% -$4.43K 0.04% 123
2025
Q3 		$226K Hold
1,544
– – 0.04% 120
2025
Q2 		$209K Buy
+1,544
New +$193K 0.04% 121
2024
Q4 		– Sell
-1,600
Closed -$201K – 118
2024
Q3 		$201K Sell
1,600
-1,058
-40% -$128K 0.04% 110
2024
Q2 		$316K Buy
2,658
+9
+0.3% +$1.03K 0.07% 89
2024
Q1 		$305K Sell
2,649
-115
-4% -$12.6K 0.07% 91
2023
Q4 		$291K Sell
2,764
-33
-1% -$3.23K 0.07% 89
2023
Q3 		$263K Hold
2,797
– – 0.07% 87
2023
Q2 		$274K Buy
2,797
+12
+0.4% +$1.11K 0.07% 86
2023
Q1 		$252K Buy
2,785
+1
+0% +$89 0.07% 91
2022
Q4 		$236K Buy
2,784
+30
+1% +$2.56K 0.07% 93
2022
Q3 		$219K Sell
2,754
-63
-2% -$5.57K 0.07% 94
2022
Q2 		$236K Buy
2,817
+18
+0.6% +$1.64K 0.07% 97
2022
Q1 		$282K Buy
2,799
+138
+5% +$13.8K 0.07% 93
2021
Q4 		$285K Buy
2,661
+46
+2% +$4.81K 0.07% 91
2021
Q3 		$257K Sell
2,615
-152
-5% -$15.4K 0.07% 93
2021
Q2 		$273K Hold
2,767
– – 0.08% 88
2021
Q1 		$253K Hold
2,767
– – 0.08% 84
2020
Q4 		$239K Buy
+2,767
New +$224K 0.08% 85

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

Lincoln Capital's ITOT Position: Q3 2026 in Review

Lincoln Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.58% in Q3 2026, selling an estimated $1.33K and leaving 1,378 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #130.

Lincoln Capital first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $316K in Q2 2024. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Lincoln Capital held 1,378 shares of iShares Core S&P Total US Stock Market ETF worth $229K as of Q3 2026.
  • Lincoln Capital sold 8 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.33K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Lincoln Capital's portfolio in Q3 2026, its #130 holding.
  • Lincoln Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Lincoln Capital's iShares Core S&P Total US Stock Market ETF position peaked at $316K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.