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SPC Financial Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SPC Financial Inc’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
2025
Q3 		$5.36M Buy
36,778
+33,005
+875% +$4.63M 0.42% 56
2025
Q2 		$510K Buy
+3,773
New +$471K 0.04% 168
2023
Q1 		– Sell
-197,216
Closed -$16.7M – 208
2022
Q4 		$16.7M Buy
+197,216
New +$16.8M 1.98% 17

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

SPC Financial Inc's ITOT Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 875% in Q3 2025, buying an estimated $4.63M and bringing the position to 36,778 shares worth $5.36M. The position accounts for 0.42% of the portfolio, ranked #56.

SPC Financial Inc first reported a position in ITOT in Q4 2022 and has held it in 3 quarters since. The position peaked at $16.7M in Q4 2022. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • SPC Financial Inc held 36,778 shares of iShares Core S&P Total US Stock Market ETF worth $5.36M as of Q3 2025.
  • SPC Financial Inc bought 33,005 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $4.63M.
  • iShares Core S&P Total US Stock Market ETF made up 0.42% of SPC Financial Inc's portfolio in Q3 2025, its #56 holding.
  • SPC Financial Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 3 quarters since.
  • SPC Financial Inc's iShares Core S&P Total US Stock Market ETF position peaked at $16.7M in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.