Sensible Money’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sensible Money’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	$438K	Sell	2,632 -40	-1%	-$6.66K	0.11%	63
2026 Q2	$439K	Buy	2,672 +311	+13%	+$49.4K	0.12%	62
2026 Q1	$336K	Buy	2,361 +19	+0.8%	+$2.82K	0.1%	62
2025 Q4	$348K	Hold	2,342	–	–	0.11%	60
2025 Q3	$341K	Hold	2,342	–	–	0.12%	59
2025 Q2	$316K	Hold	2,342	–	–	0.12%	61
2025 Q1	$286K	Buy	2,342 +504	+27%	+$65K	0.12%	62
2024 Q4	$236K	Hold	1,838	–	–	0.1%	72
2024 Q3	$231K	Hold	1,838	–	–	0.1%	74
2024 Q2	$218K	Buy	+1,838	New	+$211K	0.11%	73

Other funds holding ITOT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

Sensible Money's ITOT Position: Q3 2026 in Review

Sensible Money reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q3 2026, selling an estimated $6.66K and leaving 2,632 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #63.

Sensible Money first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. The position peaked at $439K in Q2 2026. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Sensible Money held 2,632 shares of iShares Core S&P Total US Stock Market ETF worth $438K as of Q3 2026.
Sensible Money sold 40 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $6.66K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Sensible Money's portfolio in Q3 2026, its #63 holding.
Sensible Money first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
Sensible Money's iShares Core S&P Total US Stock Market ETF position peaked at $439K in Q2 2026.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.