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

LPWM 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	$645K	Buy	3,878 +369	+11%	+$61.4K	0.14%	68
2026 Q2	$576K	Sell	3,509 -80	-2%	-$12.7K	0.13%	70
2026 Q1	$511K	Buy	3,589 +4	+0.1%	+$595	0.13%	66
2025 Q4	$533K	Buy	3,585 +2,175	+154%	+$321K	0.13%	66
2025 Q3	$205K	Buy	+1,410	New	+$198K	0.05%	81
2025 Q1	–	Sell	-1,723	Closed	-$222K	–	86
2024 Q4	$222K	Sell	1,723 -2	-0.1%	-$259	0.07%	75
2024 Q3	$214K	Hold	1,725	–	–	0.07%	74
2024 Q2	$209K	Buy	+1,725	New	+$198K	0.07%	75

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

LPWM LLC's ITOT Position: Q3 2026 in Review

LPWM LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q3 2026, buying an estimated $61.4K and bringing the position to 3,878 shares worth $645K. The position accounts for 0.14% of the portfolio, ranked #68.

LPWM LLC first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. 982 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

LPWM LLC held 3,878 shares of iShares Core S&P Total US Stock Market ETF worth $645K as of Q3 2026.
LPWM LLC bought 369 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $61.4K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of LPWM LLC's portfolio in Q3 2026, its #68 holding.
LPWM LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
982 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.