Symphony Financial Services
ITOT icon

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

Symphony Financial 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 		$4.94M Buy
29,703
+412
+1% +$68.5K 2.11% 14
2026
Q2 		$4.81M Sell
29,291
-143
-0.5% -$22.7K 2.16% 13
2026
Q1 		$4.19M Buy
29,434
+906
+3% +$135K 2.15% 13
2025
Q4 		$4.24M Buy
28,528
+451
+2% +$66.6K 2.17% 13
2025
Q3 		$4.09M Buy
28,077
+32
+0.1% +$4.49K 2.2% 14
2025
Q2 		$3.79M Buy
28,045
+1,277
+5% +$159K 2.26% 15
2025
Q1 		$3.27M Sell
26,768
-273
-1% -$35.2K 2.13% 15
2024
Q4 		$3.48M Sell
27,041
-90
-0.3% -$11.7K 2.79% 10
2024
Q3 		$3.41M Sell
27,131
-5
-0% -$605 2.9% 9
2024
Q2 		$3.29M Buy
+27,136
New +$3.11M 2.82% 9

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Symphony Financial Services's ITOT Position: Q3 2026 in Review

Symphony Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q3 2026, buying an estimated $68.5K and bringing the position to 29,703 shares worth $4.94M. The position accounts for 2.11% of the portfolio, ranked #14.

Symphony Financial Services first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. 1,212 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Symphony Financial Services held 29,703 shares of iShares Core S&P Total US Stock Market ETF worth $4.94M as of Q3 2026.
  • Symphony Financial Services bought 412 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $68.5K.
  • iShares Core S&P Total US Stock Market ETF made up 2.11% of Symphony Financial Services's portfolio in Q3 2026, its #14 holding.
  • Symphony Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 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 Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.