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

TrueWealth 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 		$201K Sell
1,206
-60
-5% -$9.98K 0.05% 238
2026
Q2 		$208K Buy
+1,266
New +$201K 0.05% 233
2025
Q4 		– Sell
-1,410
Closed -$205K – 245
2025
Q3 		$205K Buy
+1,410
New +$198K 0.06% 220

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

TrueWealth Advisors's ITOT Position: Q3 2026 in Review

TrueWealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.7% in Q3 2026, selling an estimated $9.98K and leaving 1,206 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #238.

TrueWealth Advisors first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $208K in Q2 2026. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • TrueWealth Advisors held 1,206 shares of iShares Core S&P Total US Stock Market ETF worth $201K as of Q3 2026.
  • TrueWealth Advisors sold 60 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $9.98K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #238 holding.
  • TrueWealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • TrueWealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $208K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

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