Shepherd Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Shepherd Wealth Management’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	$430K	Buy	+2,589	New	+$431K	0.27%	32
2026 Q1	–	Sell	-3,879	Closed	-$588K	–	58
2025 Q4	$588K	Hold	3,879	–	–	0.41%	24
2025 Q3	$576K	Sell	3,879 -7	-0.2%	-$982	0.38%	25
2025 Q2	$540K	Sell	3,886 -71	-2%	-$8.86K	0.37%	21
2025 Q1	$483K	Hold	3,957	–	–	0.5%	22
2024 Q4	$509K	Buy	+3,957	New	+$512K	0.5%	32

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

Shepherd Wealth Management's ITOT Position: Q3 2026 in Review

Shepherd Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 2,589 shares worth $430K. The stake represents 0.27% of the portfolio and ranks #32 among its holdings. This is a return to the name: Shepherd Wealth Management previously reported a position in ITOT as recently as Q4 2025.

Shepherd Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $588K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Shepherd Wealth Management held 2,589 shares of iShares Core S&P Total US Stock Market ETF worth $430K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Shepherd Wealth Management position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.27% of Shepherd Wealth Management's portfolio in Q3 2026, its #32 holding.
Shepherd Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Shepherd Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $588K in Q4 2025.
1,590 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.