StackStone Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

StackStone Wealth’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	$441K	Buy	+2,651	New	+$441K	0.04%	236

Other funds holding ITOT

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

StackStone Wealth's ITOT Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 2,651 shares worth $441K. The stake represents 0.04% of the portfolio and ranks #236 among its holdings.

857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

StackStone Wealth held 2,651 shares of iShares Core S&P Total US Stock Market ETF worth $441K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new StackStone Wealth position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of StackStone Wealth's portfolio in Q3 2026, its #236 holding.
857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.