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Planned Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Planned Solutions’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 		$39.2M Buy
238,648
+10,739
+5% +$1.7M 11.23% 1
2026
Q1 		$32.5M Buy
227,909
+11,534
+5% +$1.72M 10.62% 1
2025
Q4 		$32.2M Buy
216,375
+37,468
+21% +$5.53M 10.32% 1
2025
Q3 		$26.1M Buy
178,907
+15,204
+9% +$2.13M 8.96% 3
2025
Q2 		$22.1M Buy
163,703
+11,874
+8% +$1.48M 8.41% 3
2025
Q1 		$18.5M Buy
151,829
+3,675
+2% +$474K 7.5% 4
2024
Q4 		$19.1M Buy
148,154
+1,379
+0.9% +$179K 7.69% 4
2024
Q3 		$18.4M Buy
146,775
+2,593
+2% +$314K 7.4% 3
2024
Q2 		$17.1M Sell
144,182
-1,786
-1% -$205K 8.29% 3
2024
Q1 		$16.8M Sell
145,968
-1,848
-1% -$203K 8.26% 3
2023
Q4 		$15.6M Sell
147,816
-1,154
-0.8% -$113K 7.28% 3
2023
Q3 		$14M Buy
148,970
+1,146
+0.8% +$113K 8.44% 3
2023
Q2 		$14.5M Buy
147,824
+1,286
+0.9% +$119K 8.55% 3
2023
Q1 		$13.3M Sell
146,538
-225
-0.2% -$20K 8.41% 3
2022
Q4 		$12.4M Buy
146,763
+2,946
+2% +$251K 9.12% 3
2022
Q3 		$11.4M Buy
143,817
+8,187
+6% +$724K 9.56% 3
2022
Q2 		$11.4M Buy
135,630
+6,545
+5% +$596K 10.62% 3
2022
Q1 		$13M Sell
129,085
-9,106
-7% -$908K 9.09% 4
2021
Q4 		$14.8M Buy
+138,191
New +$14.4M 9.89% 4
2021
Q2 		$12.8M Buy
129,930
+3,458
+3% +$333K 8.88% 4
2021
Q1 		$11.6M Buy
126,472
+132
+0.1% +$11.8K 9.05% 4
2020
Q4 		$10.9M Buy
126,340
+4,676
+4% +$379K 8.72% 4
2020
Q3 		$9.18M Buy
+121,664
New +$9.08M 8.97% 4

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Planned Solutions's ITOT Position: Q2 2026 in Review

Planned Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.7% in Q2 2026, buying an estimated $1.7M and bringing the position to 238,648 shares worth $39.2M. The position accounts for 11.23% of the portfolio, ranked #1.

Planned Solutions first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Planned Solutions held 238,648 shares of iShares Core S&P Total US Stock Market ETF worth $39.2M as of Q2 2026.
  • Planned Solutions bought 10,739 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.7M.
  • iShares Core S&P Total US Stock Market ETF made up 11.23% of Planned Solutions's portfolio in Q2 2026, its #1 holding.
  • Planned Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.