Sound Income Strategies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sound Income Strategies’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	$247K	Sell	1,463 -215	-13%	-$35.8K	0.01%	418
2026 Q2	$276K	Sell	1,678 -48	-3%	-$7.62K	0.01%	393
2026 Q1	$248K	Buy	1,726 +48	+3%	+$7.14K	0.01%	362
2025 Q4	$254K	Buy	1,678 +984	+142%	+$145K	0.01%	362
2025 Q3	$102K	Sell	694 -986	-59%	-$138K	0.01%	401
2025 Q2	$227K	Sell	1,680 -750	-31%	-$93.6K	0.01%	261
2025 Q1	$297K	Buy	2,430 +976	+67%	+$126K	0.02%	230
2024 Q4	$187K	Sell	1,454 -59	-4%	-$7.64K	0.01%	263
2024 Q3	$190K	Buy	1,513 +806	+114%	+$97.6K	0.01%	257
2024 Q2	$84K	Sell	707 -83	-11%	-$9.53K	0.01%	359
2024 Q1	$91.1K	Buy	790 +26	+3%	+$2.85K	0.01%	326
2023 Q4	$80.4K	Buy	764 +347	+83%	+$34K	0.01%	324
2023 Q3	$39.3K	Hold	417	–	–	﹤0.01%	328
2023 Q2	$40.8K	Sell	417 -14	-3%	-$1.29K	﹤0.01%	317
2023 Q1	$39K	Sell	431 -2	-0.5%	-$178	﹤0.01%	310
2022 Q4	$36.7K	Hold	433	–	–	﹤0.01%	295
2022 Q3	$34K	Hold	433	–	–	﹤0.01%	278
2022 Q2	$36K	Sell	433 -122	-22%	-$11.1K	﹤0.01%	265
2022 Q1	$56K	Buy	555 +122	+28%	+$12.2K	0.01%	220
2021 Q4	$46K	Buy	433 +20	+5%	+$2.09K	0.01%	237
2021 Q3	$41K	Hold	413	–	–	0.01%	249
2021 Q2	$41K	Sell	413 -2,209	-84%	-$212K	0.01%	245
2021 Q1	$240K	Buy	2,622 +1,424	+119%	+$128K	0.04%	120
2020 Q4	$103K	Buy	1,198 +2	+0.2%	+$162	0.02%	150
2020 Q3	$90K	Buy	1,196 +4	+0.3%	+$298	0.02%	133
2020 Q2	$83K	Buy	1,192 +3	+0.3%	+$196	0.02%	116
2020 Q1	$68K	Buy	1,189 +4	+0.3%	+$274	0.02%	105
2019 Q4	$86K	Buy	1,185 +3	+0.3%	+$209	0.02%	90
2019 Q3	$79K	Sell	1,182 -165	-12%	-$11.1K	0.02%	92
2019 Q2	$90K	Buy	1,347 +199	+17%	+$13K	0.03%	87
2019 Q1	$74K	Sell	1,148 -1,131	-50%	-$70.1K	0.03%	103
2018 Q4	$129K	Sell	2,279 -259	-10%	-$15.9K	0.07%	74
2018 Q3	$169K	Sell	2,538 -472	-16%	-$30.9K	0.08%	65
2018 Q2	$188K	Sell	3,010 -558	-16%	-$34.7K	0.11%	54
2018 Q1	$216K	Buy	+3,568	New	+$223K	0.14%	47

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

Sound Income Strategies's ITOT Position: Q3 2026 in Review

Sound Income Strategies reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q3 2026, selling an estimated $35.8K and leaving 1,463 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #418.

Sound Income Strategies first reported a position in ITOT in Q1 2018 and has held it in 35 quarters since. The position peaked at $297K in Q1 2025. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Sound Income Strategies held 1,463 shares of iShares Core S&P Total US Stock Market ETF worth $247K as of Q3 2026.
Sound Income Strategies sold 215 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $35.8K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #418 holding.
Sound Income Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 35 quarters since.
Sound Income Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $297K in Q1 2025.
101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.