SIM
ITOT icon

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

Sims Investment 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 		– Sell
-46
Closed -$7.56K – 105
2026
Q2 		$7.56K Buy
+46
New +$7.3K ﹤0.01% 107

Other funds holding ITOT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Sims Investment Management's ITOT Position: Q3 2026 in Review

Sims Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026, closing a stake of 46 shares — an estimated $7.56K sold.

Sims Investment Management first reported a position in ITOT in Q2 2026 and held it in 1 quarter. The position peaked at $7.56K in Q2 2026. 289 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Sims Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 46 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $7.56K.
  • Sims Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $7.56K in Q2 2026.
  • 289 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.