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

Objective Capital 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
Q3 		$2.4M Sell
14,437
-483
-3% -$80.4K 2.15% 10
2026
Q2 		$2.45M Sell
14,920
-293
-2% -$46.5K 2.18% 10
2026
Q1 		$2.17M Sell
15,213
-260
-2% -$38.7K 2.19% 9
2025
Q4 		$2.3M Buy
15,473
+83
+0.5% +$12.2K 2.34% 10
2025
Q3 		$2.24M Buy
15,390
+25
+0.2% +$3.51K 2.32% 11
2025
Q2 		$2.07M Buy
15,365
+19
+0.1% +$2.37K 2.33% 10
2025
Q1 		$1.87M Buy
15,346
+19
+0.1% +$2.45K 2.39% 10
2024
Q4 		$1.97M Sell
15,327
-437
-3% -$56.6K 1.32% 20
2024
Q3 		$1.98M Buy
+15,764
New +$1.91M 1.16% 25
2024
Q1 		$1.78M Buy
15,434
+1,481
+11% +$162K 1.2% 26
2023
Q4 		$1.47M Buy
13,953
+1,756
+14% +$172K 1.12% 24
2023
Q3 		$1.15M Buy
12,197
+21
+0.2% +$2.06K 1.02% 28
2023
Q2 		$1.19M Buy
12,176
+9
+0.1% +$832 1.04% 28
2023
Q1 		$1.1M Buy
12,167
+277
+2% +$24.6K 1.01% 28
2022
Q4 		$1.01M Buy
11,890
+345
+3% +$29.4K 1% 31
2022
Q3 		$918K Buy
11,545
+64
+0.6% +$5.66K 0.98% 31
2022
Q2 		$962K Buy
11,481
+725
+7% +$66.1K 0.97% 33
2022
Q1 		$1.09M Buy
10,756
+628
+6% +$62.6K 0.83% 32
2021
Q4 		$1.08M Buy
+10,128
New +$1.06M 0.77% 33

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Objective Capital Management's ITOT Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q3 2026, selling an estimated $80.4K and leaving 14,437 shares worth $2.4M. The position accounts for 2.15% of the portfolio, ranked #10.

Objective Capital Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q2 2026. 402 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Objective Capital Management held 14,437 shares of iShares Core S&P Total US Stock Market ETF worth $2.4M as of Q3 2026.
  • Objective Capital Management sold 483 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $80.4K.
  • iShares Core S&P Total US Stock Market ETF made up 2.15% of Objective Capital Management's portfolio in Q3 2026, its #10 holding.
  • Objective Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.45M in Q2 2026.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.