TSA Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TSA Wealth Management’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	$1.1M	Sell	6,596 -598	-8%	-$99.5K	0.31%	50
2026 Q2	$1.18M	Sell	7,194 -235	-3%	-$37.3K	0.33%	47
2026 Q1	$1.06M	Buy	7,429 +733	+11%	+$109K	0.34%	43
2025 Q4	$996K	Buy	6,696 +112	+2%	+$16.5K	0.33%	45
2025 Q3	$959K	Sell	6,584 -51	-0.8%	-$7.15K	0.33%	44
2025 Q2	$896K	Buy	6,635 +2,731	+70%	+$341K	0.33%	42
2025 Q1	$476K	Buy	+3,904	New	+$503K	0.19%	50

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

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 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

TSA Wealth Management's ITOT Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q3 2026, selling an estimated $99.5K and leaving 6,596 shares worth $1.1M. The position accounts for 0.31% of the portfolio, ranked #50.

TSA Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2026. 857 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

TSA Wealth Management held 6,596 shares of iShares Core S&P Total US Stock Market ETF worth $1.1M as of Q3 2026.
TSA Wealth Management sold 598 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $99.5K.
iShares Core S&P Total US Stock Market ETF made up 0.31% of TSA Wealth Management's portfolio in Q3 2026, its #50 holding.
TSA Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 7 quarters since.
TSA Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.18M in Q2 2026.
857 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.