PL
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Plancorp LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Plancorp LLC’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
Q2 		$25.6M Sell
155,944
-5,539
-3% -$879K 0.62% 23
2026
Q1 		$24M Buy
161,483
+24,168
+18% +$3.59M 0.68% 23
2025
Q4 		$20.4M Buy
137,315
+11,372
+9% +$1.68M 0.62% 23
2025
Q3 		$18.3M Sell
125,943
-4,064
-3% -$570K 0.58% 25
2025
Q2 		$17.6M Buy
130,007
+16,419
+14% +$2.05M 0.61% 23
2025
Q1 		$13.9M Buy
113,588
+41,474
+58% +$5.35M 0.55% 23
2024
Q4 		$9.28M Sell
72,114
-44,173
-38% -$5.72M 0.38% 30
2024
Q3 		$14.6M Sell
116,287
-17,947
-13% -$2.17M 0.6% 21
2024
Q2 		$15.9M Sell
134,234
-876
-0.6% -$101K 0.69% 19
2024
Q1 		$15.6M Sell
135,110
-4,185
-3% -$459K 0.68% 19
2023
Q4 		$14.7M Sell
139,295
-4,359
-3% -$427K 0.7% 18
2023
Q3 		$13.5M Buy
143,654
+10
+0% +$983 0.72% 18
2023
Q2 		$14.1M Sell
143,644
-3,453
-2% -$319K 0.76% 16
2023
Q1 		$13.3M Sell
147,097
-28,465
-16% -$2.53M 0.75% 17
2022
Q4 		$14.9M Sell
175,562
-19,364
-10% -$1.65M 0.88% 15
2022
Q3 		$15.5M Sell
194,926
-21,517
-10% -$1.9M 1.03% 14
2022
Q2 		$18.1M Buy
216,443
+136,325
+170% +$12.4M 1.14% 14
2022
Q1 		$8.09M Sell
80,118
-20
-0% -$1.99K 0.53% 21
2021
Q4 		$8.57M Sell
80,138
-163
-0.2% -$17K 0.54% 20
2021
Q3 		$7.9M Buy
80,301
+126
+0.2% +$12.7K 0.55% 20
2021
Q2 		$7.92M Buy
80,175
+2,395
+3% +$230K 0.62% 19
2021
Q1 		$7.13M Buy
77,780
+382
+0.5% +$34.3K 1.57% 15
2020
Q4 		$6.67M Buy
77,398
+45
+0.1% +$3.65K 1.64% 15
2020
Q3 		$5.84M Sell
77,353
-1,303
-2% -$97.2K 1.77% 15
2020
Q2 		$5.46M Buy
78,656
+3,915
+5% +$256K 1.65% 17
2020
Q1 		$4.28M Buy
+74,741
New +$5.13M 1.65% 15

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Plancorp LLC's ITOT Position: Q2 2026 in Review

Plancorp LLC reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, selling an estimated $879K and leaving 155,944 shares worth $25.6M. The position accounts for 0.62% of the portfolio, ranked #23.

Plancorp LLC first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Plancorp LLC held 155,944 shares of iShares Core S&P Total US Stock Market ETF worth $25.6M as of Q2 2026.
  • Plancorp LLC sold 5,539 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $879K.
  • iShares Core S&P Total US Stock Market ETF made up 0.62% of Plancorp LLC's portfolio in Q2 2026, its #23 holding.
  • Plancorp LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.