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

Silvia McColl 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	$4.12M	Hold	24,800	–	–	2.48%	7
2026 Q2	$4.07M	Hold	24,800	–	–	2.45%	7
2026 Q1	$3.53M	Hold	24,800	–	–	2.33%	7
2025 Q4	$3.69M	Hold	24,800	–	–	2.45%	8
2025 Q3	$3.61M	Hold	24,800	–	–	2.45%	8
2025 Q2	$3.35M	Hold	24,800	–	–	2.43%	10
2025 Q1	$3.03M	Hold	24,800	–	–	2.29%	8
2024 Q4	$3.19M	Hold	24,800	–	–	2.39%	9
2024 Q3	$3.12M	Hold	24,800	–	–	2.33%	9
2024 Q2	$2.95M	Hold	24,800	–	–	2.44%	7
2024 Q1	$2.81M	Hold	24,800	–	–	2.41%	7
2023 Q4	$2.61M	Hold	24,800	–	–	2.35%	8
2023 Q3	$2.34M	Hold	24,800	–	–	2.34%	8
2023 Q2	$2.43M	Hold	24,800	–	–	2.25%	8
2023 Q1	$2.25M	Hold	24,800	–	–	2.23%	8
2022 Q4	$2.1M	Buy	+24,800	New	+$2.12M	2.07%	9

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

Silvia McColl Wealth Management's ITOT Position: Q3 2026 in Review

Silvia McColl Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 24,800 shares worth $4.12M. The position accounts for 2.48% of the portfolio, ranked #7.

Silvia McColl Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Silvia McColl Wealth Management held 24,800 shares of iShares Core S&P Total US Stock Market ETF worth $4.12M as of Q3 2026.
Silvia McColl Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 2.48% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #7 holding.
Silvia McColl Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.