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

The Wealth Group’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 		$2.88M Sell
17,162
-504
-3% -$83.9K 0.53% 22
2026
Q2 		$2.9M Buy
17,666
+214
+1% +$34K 0.56% 22
2026
Q1 		$2.49M Buy
17,452
+761
+5% +$113K 0.57% 23
2025
Q4 		$2.48M Sell
16,691
-559
-3% -$82.5K 0.56% 23
2025
Q3 		$2.51M Sell
17,250
-367
-2% -$51.5K 0.58% 23
2025
Q2 		$2.38M Buy
17,617
+1,112
+7% +$139K 0.61% 22
2025
Q1 		$2.01M Buy
16,505
+46
+0.3% +$5.93K 0.59% 20
2024
Q4 		$2.12M Sell
16,459
-1,198
-7% -$155K 0.61% 19
2024
Q3 		$2.22M Sell
17,657
-378
-2% -$45.8K 0.65% 19
2024
Q2 		$2.14M Sell
18,035
-23,161
-56% -$2.66M 0.65% 19
2024
Q1 		$1.98M Buy
41,196
+23,519
+133% +$2.58M 0.61% 20
2023
Q4 		$1.92M Buy
+17,677
New +$1.73M 0.63% 21

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

The Wealth Group's ITOT Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q3 2026, selling an estimated $83.9K and leaving 17,162 shares worth $2.88M. The position accounts for 0.53% of the portfolio, ranked #22.

The Wealth Group first reported a position in ITOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.9M in Q2 2026. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • The Wealth Group held 17,162 shares of iShares Core S&P Total US Stock Market ETF worth $2.88M as of Q3 2026.
  • The Wealth Group sold 504 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $83.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.53% of The Wealth Group's portfolio in Q3 2026, its #22 holding.
  • The Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $2.9M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.