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

Prosperity Planning’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	$1.83M	Sell	11,030 -72	-0.6%	-$12K	0.41%	43
2026 Q2	$1.82M	Sell	11,102 -1,850	-14%	-$294K	0.42%	43
2026 Q1	$1.84M	Sell	12,952 -85	-0.7%	-$12.6K	0.47%	43
2025 Q4	$1.94M	Buy	13,037 +48	+0.4%	+$7.08K	0.51%	42
2025 Q3	$1.89M	Sell	12,989 -59	-0.5%	-$8.27K	0.51%	42
2025 Q2	$1.76M	Sell	13,048 -19	-0.1%	-$2.37K	0.51%	41
2025 Q1	$1.59M	Sell	13,067 -4,348	-25%	-$560K	0.5%	42
2024 Q4	$2.24M	Sell	17,415 -511	-3%	-$66.2K	0.72%	35
2024 Q3	$2.25M	Sell	17,926 -1,523	-8%	-$184K	0.71%	34
2024 Q2	$2.31M	Sell	19,449 -20	-0.1%	-$2.29K	0.79%	31
2024 Q1	$2.24M	Sell	19,469 -132	-0.7%	-$14.5K	0.78%	29
2023 Q4	$2.06M	Sell	19,601 -96	-0.5%	-$9.41K	0.77%	29
2023 Q3	$1.86M	Sell	19,697 -31	-0.2%	-$3.05K	0.78%	28
2023 Q2	$1.93M	Sell	19,728 -11	-0.1%	-$1.02K	0.8%	30
2023 Q1	$1.79M	Buy	19,739 +11	+0.1%	+$977	0.78%	32
2022 Q4	$1.67M	Hold	19,728	–	–	0.83%	27
2022 Q3	$1.57M	Sell	19,728 -30	-0.2%	-$2.65K	0.82%	31
2022 Q2	$1.66M	Hold	19,758	–	–	0.85%	27
2022 Q1	$2M	Hold	19,758	–	–	0.98%	26
2021 Q4	$2.11M	Buy	19,758 +44	+0.2%	+$4.6K	1.07%	25
2021 Q3	$1.94M	Buy	19,714 +15	+0.1%	+$1.52K	1.06%	26
2021 Q2	$1.95M	Sell	19,699 -22	-0.1%	-$2.12K	1.21%	24
2021 Q1	$1.81M	Buy	19,721 +4	+0%	+$359	1.28%	23
2020 Q4	$1.7M	Buy	+19,717	New	+$1.6M	1.44%	23

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

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

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Prosperity Planning's ITOT Position: Q3 2026 in Review

Prosperity Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.65% in Q3 2026, selling an estimated $12K and leaving 11,030 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #43.

Prosperity Planning first reported a position in ITOT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.31M in Q2 2024. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Prosperity Planning held 11,030 shares of iShares Core S&P Total US Stock Market ETF worth $1.83M as of Q3 2026.
Prosperity Planning sold 72 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $12K.
iShares Core S&P Total US Stock Market ETF made up 0.41% of Prosperity Planning's portfolio in Q3 2026, its #43 holding.
Prosperity Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
Prosperity Planning's iShares Core S&P Total US Stock Market ETF position peaked at $2.31M in Q2 2024.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.