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

Planning Project 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
2025 Q4	$97.8K	Buy	+658	New	+$97.1K	0.02%	47

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

FPAS

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

Planning Project LLC's ITOT Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025: 658 shares worth $97.8K. The stake represents 0.02% of the portfolio and ranks #47 among its holdings.

1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Planning Project LLC held 658 shares of iShares Core S&P Total US Stock Market ETF worth $97.8K as of Q4 2025.
iShares Core S&P Total US Stock Market ETF was a new Planning Project LLC position in Q4 2025.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #47 holding.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.