Planned Solutions
ITOT icon

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
Q3 		$36.3M Sell
218,489
-20,159
-8% -$3.35M 9.95% 1
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

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Planned Solutions's ITOT Position: Q3 2026 in Review

Planned Solutions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.4% in Q3 2026, selling an estimated $3.35M and leaving 218,489 shares worth $36.3M. The position accounts for 9.95% of the portfolio, ranked #1.

Planned Solutions first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $39.2M in Q2 2026. 1,005 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Planned Solutions held 218,489 shares of iShares Core S&P Total US Stock Market ETF worth $36.3M as of Q3 2026.
  • Planned Solutions sold 20,159 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $3.35M.
  • iShares Core S&P Total US Stock Market ETF made up 9.95% of Planned Solutions's portfolio in Q3 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 24 quarters since.
  • Planned Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $39.2M in Q2 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.