McCarley & Cook Financial Planners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

McCarley & Cook Financial Planners’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	$214K	Sell	1,284 -46	-3%	-$7.65K	0.16%	51
2026 Q2	$218K	Hold	1,330	–	–	0.17%	50
2026 Q1	$189K	Sell	1,330 -26	-2%	-$3.87K	0.16%	51
2025 Q4	$202K	Buy	+1,356	New	+$200K	0.18%	49

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

McCarley & Cook Financial Planners's ITOT Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q3 2026, selling an estimated $7.65K and leaving 1,284 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #51.

McCarley & Cook Financial Planners first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. The position peaked at $218K in Q2 2026. 701 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

McCarley & Cook Financial Planners held 1,284 shares of iShares Core S&P Total US Stock Market ETF worth $214K as of Q3 2026.
McCarley & Cook Financial Planners sold 46 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $7.65K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #51 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Core S&P Total US Stock Market ETF position peaked at $218K in Q2 2026.
701 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.