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

Luminvest 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
Q1 		$3.15M Buy
21,919
+568
+3% +$84.5K 0.82% 15
2025
Q4 		$3.17M Sell
21,351
-4,135
-16% -$610K 0.88% 14
2025
Q3 		$3.71M Buy
25,486
+177
+0.7% +$24.8K 1.21% 12
2025
Q2 		$3.42M Buy
+25,309
New +$3.16M 1.23% 13

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Luminvest Wealth Management's ITOT Position: Q1 2026 in Review

Luminvest Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q1 2026, buying an estimated $84.5K and bringing the position to 21,919 shares worth $3.15M. The position accounts for 0.82% of the portfolio, ranked #15.

Luminvest Wealth Management first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.71M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Luminvest Wealth Management held 21,919 shares of iShares Core S&P Total US Stock Market ETF worth $3.15M as of Q1 2026.
  • Luminvest Wealth Management bought 568 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $84.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.82% of Luminvest Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Luminvest Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Luminvest Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.71M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.