Planning Alternatives’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Planning Alternatives’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	$458K	Buy	2,790 +90	+3%	+$14.3K	0.05%	77
2026 Q1	$385K	Sell	2,700 -147	-5%	-$21.9K	0.05%	70
2025 Q4	$423K	Buy	2,847 +8	+0.3%	+$1.18K	0.05%	63
2025 Q3	$414K	Sell	2,839 -8	-0.3%	-$1.12K	0.05%	60
2025 Q2	$384K	Buy	2,847 +49	+2%	+$6.11K	0.05%	58
2025 Q1	$341K	Buy	+2,798	New	+$361K	0.05%	60
2022 Q3	–	Sell	-2,382	Closed	-$200K	–	44
2022 Q2	$200K	Sell	2,382 -66	-3%	-$6.01K	0.04%	44
2022 Q1	$247K	Sell	2,448 -149	-6%	-$14.9K	0.04%	43
2021 Q4	$278K	Buy	2,597 +3	+0.1%	+$314	0.04%	41
2021 Q3	$255K	Buy	2,594 +104	+4%	+$10.5K	0.04%	40
2021 Q2	$246K	Sell	2,490 -2,078	-45%	-$200K	0.04%	39
2021 Q1	$418K	Buy	+4,568	New	+$410K	0.07%	32
2020 Q1	–	Sell	-2,884	Closed	-$210K	–	50
2019 Q4	$210K	Buy	+2,884	New	+$201K	0.04%	48

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Planning Alternatives's ITOT Position: Q2 2026 in Review

Planning Alternatives increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,790 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #77.

Planning Alternatives first reported a position in ITOT in Q4 2019 and has held it in 13 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Planning Alternatives held 2,790 shares of iShares Core S&P Total US Stock Market ETF worth $458K as of Q2 2026.
Planning Alternatives bought 90 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.3K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Planning Alternatives's portfolio in Q2 2026, its #77 holding.
Planning Alternatives first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 13 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.