Prism Planning Partners
ITOT icon

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

Prism Planning Partners’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 		$31.3M Buy
188,370
+14,067
+8% +$2.34M 29.74% 1
2026
Q2 		$28.6M Buy
174,303
+5,289
+3% +$839K 30.3% 1
2026
Q1 		$24.1M Buy
169,014
+6,980
+4% +$1.04M 28.47% 1
2025
Q4 		$24.1M Buy
+162,034
New +$23.9M 27.03% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Prism Planning Partners's ITOT Position: Q3 2026 in Review

Prism Planning Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.1% in Q3 2026, buying an estimated $2.34M and bringing the position to 188,370 shares worth $31.3M. The position accounts for 29.74% of the portfolio, ranked #1.

Prism Planning Partners first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Prism Planning Partners held 188,370 shares of iShares Core S&P Total US Stock Market ETF worth $31.3M as of Q3 2026.
  • Prism Planning Partners bought 14,067 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $2.34M.
  • iShares Core S&P Total US Stock Market ETF made up 29.74% of Prism Planning Partners's portfolio in Q3 2026, its #1 holding.
  • Prism Planning Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.