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

SYM Financial Corp’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	$276K	Buy	1,661 +427	+35%	+$71K	0.02%	310
2026 Q2	$203K	Sell	1,234 -22	-2%	-$3.49K	0.02%	381
2026 Q1	$179K	Hold	1,256	–	–	0.02%	326
2025 Q4	$187K	Hold	1,256	–	–	0.02%	327
2025 Q3	$183K	Hold	1,256	–	–	0.02%	323
2025 Q2	$170K	Hold	1,256	–	–	0.02%	316
2025 Q1	$153K	Hold	1,256	–	–	0.02%	273
2024 Q4	$162K	Sell	1,256 -140	-10%	-$18.1K	0.02%	245
2024 Q3	$175K	Buy	1,396 +316	+29%	+$38.3K	0.02%	187
2024 Q2	$128K	Hold	1,080	–	–	0.02%	173
2024 Q1	$125K	Hold	1,080	–	–	0.02%	105
2023 Q4	$114K	Hold	1,080	–	–	0.02%	116
2023 Q3	$102K	Sell	1,080 -204	-16%	-$20K	0.02%	108
2023 Q2	$126K	Buy	1,284 +204	+19%	+$18.9K	0.03%	70
2023 Q1	$97.8K	Hold	1,080	–	–	0.02%	68
2022 Q4	$91.6K	Hold	1,080	–	–	0.02%	71
2022 Q3	$86K	Hold	1,080	–	–	0.04%	66
2022 Q2	$90K	Sell	1,080 -460	-30%	-$41.9K	0.04%	69
2022 Q1	$155K	Buy	1,540 +135	+10%	+$13.5K	0.07%	62
2021 Q4	$150K	Sell	1,405 -1,187	-46%	-$124K	0.06%	60
2021 Q3	$255K	Buy	+2,592	New	+$262K	0.15%	37
2021 Q1	–	Sell	-414	Closed	-$36K	–	82
2020 Q4	$36K	Hold	414	–	–	0.03%	64
2020 Q3	$31K	Buy	+414	New	+$30.9K	0.02%	57

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

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

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

SYM Financial Corp's ITOT Position: Q3 2026 in Review

SYM Financial Corp increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 35% in Q3 2026, buying an estimated $71K and bringing the position to 1,661 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #310.

SYM Financial Corp first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. 1,212 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

SYM Financial Corp held 1,661 shares of iShares Core S&P Total US Stock Market ETF worth $276K as of Q3 2026.
SYM Financial Corp bought 427 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $71K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #310 holding.
SYM Financial Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
1,212 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.