Phillip James Consulting’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Phillip James Consulting’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	$358K	Buy	+2,150	New	+$358K	0.24%	56

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Phillip James Consulting's ITOT Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 2,150 shares worth $358K. The stake represents 0.24% of the portfolio and ranks #56 among its holdings.

1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Phillip James Consulting held 2,150 shares of iShares Core S&P Total US Stock Market ETF worth $358K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Phillip James Consulting position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.24% of Phillip James Consulting's portfolio in Q3 2026, its #56 holding.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.