Planning Directions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $296K | Buy |
1,800
+4
| +0.2% | +$635 | 0.14% | 85 |
|
|
2026
Q1 | $256K | Sell |
1,796
-103
| -5% | -$15.3K | 0.13% | 90 |
|
|
2025
Q4 | $282K | Buy |
1,899
+6
| +0.3% | +$885 | 0.14% | 75 |
|
|
2025
Q3 | $276K | Sell |
1,893
-18
| -0.9% | -$2.52K | 0.14% | 73 |
|
|
2025
Q2 | $258K | Sell |
1,911
-995
| -34% | -$124K | 0.15% | 70 |
|
|
2025
Q1 | $355K | Sell |
2,906
-158
| -5% | -$20.4K | 0.15% | 84 |
|
|
2024
Q4 | $394K | Sell |
3,064
-712
| -19% | -$92.2K | 0.23% | 52 |
|
|
2024
Q3 | $474K | Sell |
3,776
-467
| -11% | -$56.5K | 0.28% | 44 |
|
|
2024
Q2 | $504K | Sell |
4,243
-76
| -2% | -$8.72K | 0.34% | 38 |
|
|
2024
Q1 | $498K | Buy |
4,319
+12
| +0.3% | +$1.32K | 0.35% | 40 |
|
|
2023
Q4 | $453K | Buy |
4,307
+197
| +5% | +$19.3K | 0.32% | 41 |
|
|
2023
Q3 | $387K | Sell |
4,110
-1,309
| -24% | -$129K | 0.3% | 39 |
|
|
2023
Q2 | $530K | Buy |
5,419
+126
| +2% | +$11.6K | 0.39% | 37 |
|
|
2023
Q1 | $479K | Buy |
5,293
+21
| +0.4% | +$1.86K | 0.36% | 41 |
|
|
2022
Q4 | $447K | Sell |
5,272
-219
| -4% | -$18.7K | 0.34% | 43 |
|
|
2022
Q3 | $437K | Buy |
5,491
+26
| +0.5% | +$2.3K | 0.35% | 40 |
|
|
2022
Q2 | $458K | Sell |
5,465
-84
| -2% | -$7.65K | 0.35% | 38 |
|
|
2022
Q1 | $560K | Buy |
5,549
+17
| +0.3% | +$1.7K | 0.39% | 37 |
|
|
2021
Q4 | $592K | Sell |
5,532
-118
| -2% | -$12.3K | 0.39% | 39 |
|
|
2021
Q3 | $556K | Sell |
5,650
-84
| -1% | -$8.49K | 0.4% | 37 |
|
|
2021
Q2 | $566K | Sell |
5,734
-161
| -3% | -$15.5K | 0.41% | 37 |
|
|
2021
Q1 | $540K | Sell |
5,895
-116
| -2% | -$10.4K | 0.42% | 37 |
|
|
2020
Q4 | $518K | Buy |
6,011
+23
| +0.4% | +$1.86K | 0.42% | 36 |
|
|
2020
Q3 | $452K | Sell |
5,988
-287
| -5% | -$21.4K | 0.4% | 36 |
|
|
2020
Q2 | $436K | Sell |
6,275
-6,690
| -52% | -$437K | 0.41% | 38 |
|
|
2020
Q1 | $742K | Buy |
12,965
+6,955
| +116% | +$477K | 1.04% | 28 |
|
|
2019
Q4 | $437K | Buy |
6,010
+8
| +0.1% | +$557 | 0.4% | 34 |
|
|
2019
Q3 | $403K | Sell |
6,002
-263
| -4% | -$17.6K | 0.39% | 37 |
|
|
2019
Q2 | $417K | Sell |
6,265
-293
| -4% | -$19.2K | 0.42% | 38 |
|
|
2019
Q1 | $422K | Sell |
6,558
-176
| -3% | -$10.9K | 0.5% | 36 |
|
|
2018
Q4 | $382K | Buy |
6,734
+69
| +1% | +$4.24K | 0.47% | 37 |
|
|
2018
Q3 | $444K | Buy |
6,665
+337
| +5% | +$22.1K | 0.41% | 34 |
|
|
2018
Q2 | $396K | Sell |
6,328
-124
| -2% | -$7.71K | 0.38% | 37 |
|
|
2018
Q1 | $390K | Buy |
+6,452
| New | +$403K | 0.38% | 36 |
|
Other funds holding ITOT
FPAS
Planning Directions's ITOT Position: Q2 2026 in Review
Planning Directions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.22% in Q2 2026, buying an estimated $635 and bringing the position to 1,800 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #85.
Planning Directions first reported a position in ITOT in Q1 2018 and has held it in 34 quarters since. The position peaked at $742K in Q1 2020. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Planning Directions held 1,800 shares of iShares Core S&P Total US Stock Market ETF worth $296K as of Q2 2026.
- Planning Directions bought 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
- iShares Core S&P Total US Stock Market ETF made up 0.14% of Planning Directions's portfolio in Q2 2026, its #85 holding.
- Planning Directions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
- Planning Directions's iShares Core S&P Total US Stock Market ETF position peaked at $742K in Q1 2020.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.