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

Spectrum Planning & Advisory Services’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	$239K	Buy	+1,435	New	+$239K	0.1%	121

Other funds holding ITOT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Spectrum Planning & Advisory Services's ITOT Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,435 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings.

1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Spectrum Planning & Advisory Services held 1,435 shares of iShares Core S&P Total US Stock Market ETF worth $239K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Spectrum Planning & Advisory Services position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #121 holding.
1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.