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

Planning Strategies’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	$14.1K	Buy	+85	New	+$14.1K	0.01%	292

Other funds holding ITOT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Planning Strategies's ITOT Position: Q3 2026 in Review

Planning Strategies opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 85 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

12 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Planning Strategies held 85 shares of iShares Core S&P Total US Stock Market ETF worth $14.1K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Planning Strategies position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #292 holding.
12 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.