tru Independence’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

tru Independence’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	$286K	Buy	1,720 +2	+0.1%	+$333	0.12%	85
2026 Q2	$282K	Buy	1,718 +1	+0.1%	+$159	0.12%	87
2026 Q1	$245K	Buy	1,717 +1	+0.1%	+$149	0.12%	86
2025 Q4	$255K	Sell	1,716 -673	-28%	-$99.3K	0.06%	117
2025 Q3	$348K	Buy	+2,389	New	+$335K	0.09%	103
2021 Q3	–	Sell	-410	Closed	-$40K	–	270
2021 Q2	$40K	Buy	+410	New	+$39.4K	0.01%	236
2020 Q1	–	Sell	-1,169	Closed	-$67K	–	809
2019 Q4	$67K	Buy	+1,169	New	+$81.3K	0.01%	338

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

tru Independence's ITOT Position: Q3 2026 in Review

tru Independence increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.12% in Q3 2026, buying an estimated $333 and bringing the position to 1,720 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #85.

tru Independence first reported a position in ITOT in Q4 2019 and has held it in 7 quarters since. The position peaked at $348K in Q3 2025. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

tru Independence held 1,720 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q3 2026.
tru Independence bought 2 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $333.
iShares Core S&P Total US Stock Market ETF made up 0.12% of tru Independence's portfolio in Q3 2026, its #85 holding.
tru Independence first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 7 quarters since.
tru Independence's iShares Core S&P Total US Stock Market ETF position peaked at $348K in Q3 2025.
642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.