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

Unique Wealth’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	$5.79M	Buy	34,820 +438	+1%	+$72.9K	0.66%	37
2026 Q2	$5.65M	Buy	34,382 +1,954	+6%	+$310K	0.66%	37
2026 Q1	$4.62M	Buy	32,428 +11,937	+58%	+$1.78M	0.64%	40
2025 Q4	$3.05M	Buy	20,491 +573	+3%	+$84.6K	0.43%	48
2025 Q3	$2.9M	Buy	19,918 +1	+0%	+$140	0.43%	53
2025 Q2	$2.69M	Sell	19,917 -9,282	-32%	-$1.16M	0.43%	55
2025 Q1	$3.56M	Buy	+29,199	New	+$3.76M	0.67%	40

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

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

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

Unique Wealth's ITOT Position: Q3 2026 in Review

Unique Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q3 2026, buying an estimated $72.9K and bringing the position to 34,820 shares worth $5.79M. The position accounts for 0.66% of the portfolio, ranked #37.

Unique Wealth first reported a position in ITOT in Q1 2025 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Unique Wealth held 34,820 shares of iShares Core S&P Total US Stock Market ETF worth $5.79M as of Q3 2026.
Unique Wealth bought 438 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $72.9K.
iShares Core S&P Total US Stock Market ETF made up 0.66% of Unique Wealth's portfolio in Q3 2026, its #37 holding.
Unique Wealth 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.
827 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.