Sweeney & Michel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sweeney & Michel’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	$33M	Buy	198,320 +1,571	+0.8%	+$261K	8.78%	1
2026 Q2	$33.4M	Sell	196,749 -1,664	-0.8%	-$264K	8.76%	1
2026 Q1	$29.8M	Buy	198,413 +2,716	+1%	+$404K	8.77%	1
2025 Q4	$29.6M	Buy	195,697 +10,223	+6%	+$1.51M	8.74%	1
2025 Q3	$26.5M	Buy	185,474 +1,209	+0.7%	+$170K	8.9%	1
2025 Q2	$25.1M	Buy	184,265 +5,247	+3%	+$655K	8.93%	1
2025 Q1	$19.4M	Buy	+179,018	New	+$23.1M	8.47%	2
2024 Q3	$21.4M	Sell	167,242 -3,067	-2%	-$371K	8.45%	2
2024 Q2	$20.6M	Buy	170,309 +535	+0.3%	+$61.4K	8.78%	1
2024 Q1	$19.5M	Buy	+169,774	New	+$18.6M	8.65%	2
2023 Q3	$15.5M	Sell	161,490 -1,446	-0.9%	-$142K	8.1%	2
2023 Q2	$16.2M	Buy	162,936 +1,216	+0.8%	+$112K	8.33%	2
2023 Q1	$15.3M	Buy	+161,720	New	+$14.4M	8.15%	2

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

AlTi Global New York $4.86B AUM 17.35% 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

Sweeney & Michel's ITOT Position: Q3 2026 in Review

Sweeney & Michel increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.8% in Q3 2026, buying an estimated $261K and bringing the position to 198,320 shares worth $33M. The position accounts for 8.78% of the portfolio, ranked #1.

Sweeney & Michel first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.4M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Sweeney & Michel held 198,320 shares of iShares Core S&P Total US Stock Market ETF worth $33M as of Q3 2026.
Sweeney & Michel bought 1,571 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $261K.
iShares Core S&P Total US Stock Market ETF made up 8.78% of Sweeney & Michel's portfolio in Q3 2026, its #1 holding.
Sweeney & Michel first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core S&P Total US Stock Market ETF position peaked at $33.4M in Q2 2026.
1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.