Trinity Financial Advisors
ITOT icon

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

Trinity Financial Advisors’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 		$657K Buy
3,951
+10
+0.3% +$1.66K 0.17% 52
2026
Q2 		$647K Buy
3,941
+259
+7% +$41.1K 0.17% 52
2026
Q1 		$524K Buy
3,682
+8
+0.2% +$1.19K 0.15% 55
2025
Q4 		$546K Buy
3,674
+12
+0.3% +$1.77K 0.15% 51
2025
Q3 		$533K Sell
3,662
-82
-2% -$11.5K 0.15% 55
2025
Q2 		$506K Buy
3,744
+7
+0.2% +$873 0.15% 55
2025
Q1 		$438K Buy
3,737
+17
+0.5% +$2.19K 0.16% 50
2024
Q4 		$478K Buy
3,720
+13
+0.4% +$1.68K 0.18% 45
2024
Q3 		$509K Sell
3,707
-3,276
-47% -$397K 0.23% 44
2024
Q2 		$829K Buy
6,983
+640
+10% +$73.5K 0.37% 32
2024
Q1 		$731K Buy
6,343
+521
+9% +$57.1K 0.33% 30
2023
Q4 		$613K Buy
+5,822
New +$571K 0.3% 34
2022
Q2 		– Sell
-7,572
Closed -$764K – 39
2022
Q1 		$764K Buy
7,572
+2,487
+49% +$248K 0.48% 20
2021
Q4 		$544K Buy
+5,085
New +$532K 0.32% 25

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
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

Trinity Financial Advisors's ITOT Position: Q3 2026 in Review

Trinity Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.25% in Q3 2026, buying an estimated $1.66K and bringing the position to 3,951 shares worth $657K. The position accounts for 0.17% of the portfolio, ranked #52.

Trinity Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 14 quarters since. The position peaked at $829K in Q2 2024. 1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Trinity Financial Advisors held 3,951 shares of iShares Core S&P Total US Stock Market ETF worth $657K as of Q3 2026.
  • Trinity Financial Advisors bought 10 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.66K.
  • iShares Core S&P Total US Stock Market ETF made up 0.17% of Trinity Financial Advisors's portfolio in Q3 2026, its #52 holding.
  • Trinity Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
  • Trinity Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $829K in Q2 2024.
  • 1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.