Sincerus Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$449K Buy
2,703
+2
+0.1% +$333 0.29% 59
2026
Q2
$444K Buy
2,701
+2
+0.1% +$317 0.3% 55
2026
Q1
$384K Buy
2,699
+1
+0% +$149 0.29% 56
2025
Q4
$401K Buy
2,698
+2
+0.1% +$295 0.32% 50
2025
Q3
$393K Buy
2,696
+2
+0.1% +$280 0.34% 49
2025
Q2
$375K Buy
2,694
+2
+0.1% +$250 0.35% 48
2025
Q1
$329K Buy
2,692
+1
+0% +$129 0.35% 48
2024
Q4
$346K Buy
+2,691
New +$348K 0.37% 47

Other funds holding ITOT

Sincerus Advisory's ITOT Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q3 2026, buying an estimated $333 and bringing the position to 2,703 shares worth $449K. The position accounts for 0.29% of the portfolio, ranked #59.

Sincerus Advisory first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Sincerus Advisory held 2,703 shares of iShares Core S&P Total US Stock Market ETF worth $449K as of Q3 2026.
  • Sincerus Advisory bought 2 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $333.
  • iShares Core S&P Total US Stock Market ETF made up 0.29% of Sincerus Advisory's portfolio in Q3 2026, its #59 holding.
  • Sincerus Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.