Trilogy Capital
ITOT icon

Trilogy Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Trilogy Capital’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 		$377K Buy
2,269
+37
+2% +$6.16K 0.01% 306
2026
Q2 		$367K Buy
2,232
+719
+48% +$114K 0.01% 304
2026
Q1 		$215K Sell
1,513
-123
-8% -$18.3K 0.01% 374
2025
Q4 		$243K Buy
+1,636
New +$241K 0.01% 350

Other funds holding ITOT

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
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Trilogy Capital's ITOT Position: Q3 2026 in Review

Trilogy Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q3 2026, buying an estimated $6.16K and bringing the position to 2,269 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #306.

Trilogy Capital first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 1,141 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Trilogy Capital held 2,269 shares of iShares Core S&P Total US Stock Market ETF worth $377K as of Q3 2026.
  • Trilogy Capital bought 37 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $6.16K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #306 holding.
  • Trilogy Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,141 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.