T
ITOT icon

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

TrueFG’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 		$1.05M Sell
6,344
-35
-0.5% -$5.82K 0.25% 23
2026
Q2 		$1.05M Buy
6,379
+16
+0.3% +$2.54K 0.24% 22
2026
Q1 		$906K Buy
6,363
+56
+0.9% +$8.33K 0.24% 21
2025
Q4 		$938K Buy
6,307
+74
+1% +$10.9K 0.25% 23
2025
Q3 		$908K Buy
6,233
+24
+0.4% +$3.37K 0.25% 22
2025
Q2 		$838K Buy
6,209
+58
+0.9% +$7.24K 0.25% 22
2025
Q1 		$750K Buy
6,151
+1
+0% +$129 0.25% 21
2024
Q4 		$791K Sell
6,150
-40
-0.6% -$5.18K 0.26% 20
2024
Q3 		$778K Buy
6,190
+23
+0.4% +$2.78K 0.25% 22
2024
Q2 		$733K Buy
6,167
+114
+2% +$13.1K 0.26% 22
2024
Q1 		$698K Sell
6,053
-86
-1% -$9.43K 0.26% 22
2023
Q4 		$646K Buy
6,139
+139
+2% +$13.6K 0.26% 22
2023
Q3 		$565K Sell
6,000
-16
-0.3% -$1.57K 0.24% 23
2023
Q2 		$589K Buy
6,016
+45
+0.8% +$4.16K 0.25% 23
2023
Q1 		$541K Sell
5,971
-2
-0% -$178 0.24% 24
2022
Q4 		$507K Sell
5,973
-634
-10% -$54.1K 0.24% 24
2022
Q3 		$526K Sell
6,607
-8
-0.1% -$707 0.28% 19
2022
Q2 		$554K Buy
6,615
+184
+3% +$16.8K 0.28% 19
2022
Q1 		$649K Buy
6,431
+148
+2% +$14.8K 0.29% 18
2021
Q4 		$672K Buy
6,283
+54
+0.9% +$5.64K 0.3% 18
2021
Q3 		$653K Buy
6,229
+207
+3% +$20.9K 0.3% 19
2021
Q2 		$595K Buy
6,022
+79
+1% +$7.6K 0.3% 19
2021
Q1 		$544K Sell
5,943
-145
-2% -$13K 0.3% 18
2020
Q4 		$525K Sell
6,088
-106
-2% -$8.58K 0.31% 19
2020
Q3 		$468K Buy
6,194
+115
+2% +$8.58K 0.33% 20
2020
Q2 		$422K Sell
6,079
-1,420
-19% -$92.8K 0.32% 22
2020
Q1 		$429K Buy
7,499
+356
+5% +$24.4K 0.39% 19
2019
Q4 		$519K Buy
+7,143
New +$497K 0.39% 18

Other funds holding ITOT

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
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

TrueFG's ITOT Position: Q3 2026 in Review

TrueFG reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.55% in Q3 2026, selling an estimated $5.82K and leaving 6,344 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #23.

TrueFG first reported a position in ITOT in Q4 2019 and has held it in 28 quarters since. 402 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • TrueFG held 6,344 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q3 2026.
  • TrueFG sold 35 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $5.82K.
  • iShares Core S&P Total US Stock Market ETF made up 0.25% of TrueFG's portfolio in Q3 2026, its #23 holding.
  • TrueFG first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.