Optivise Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
Optivise Advisory Services's ITOT Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.9% in Q3 2026, selling an estimated $16.6K and leaving 5,251 shares worth $873K. The position accounts for 0.43% of the portfolio, ranked #64.
Optivise Advisory Services first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2024. 1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.
- Optivise Advisory Services held 5,251 shares of iShares Core S&P Total US Stock Market ETF worth $873K as of Q3 2026.
- Optivise Advisory Services sold 100 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $16.6K.
- iShares Core S&P Total US Stock Market ETF made up 0.43% of Optivise Advisory Services's portfolio in Q3 2026, its #64 holding.
- Optivise Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $1.6M in Q4 2024.
- 1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.