TI-Trust
ITOT icon

TI-Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TI-Trust’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 		$222K Hold
1,338
– – 0.12% 127
2026
Q2 		$220K Buy
+1,338
New +$212K 0.12% 127

Other funds holding ITOT

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Blue Trust Inc
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SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TI-Trust's ITOT Position: Q3 2026 in Review

TI-Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,338 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #127.

TI-Trust first reported a position in ITOT in Q2 2026 and has held it in 2 quarters since. 1,121 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • TI-Trust held 1,338 shares of iShares Core S&P Total US Stock Market ETF worth $222K as of Q3 2026.
  • TI-Trust left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of TI-Trust's portfolio in Q3 2026, its #127 holding.
  • TI-Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,121 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.