Valued Wealth Advisors
ITOT icon

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

Valued Wealth 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 		$26.9K Hold
162
– – 0.01% 173
2026
Q2 		$26.6K Hold
162
– – 0.01% 162
2026
Q1 		$23.1K Hold
162
– – 0.01% 163
2025
Q4 		$24.1K Hold
162
– – 0.01% 141
2025
Q3 		$23.6K Hold
162
– – 0.01% 134
2025
Q2 		$21.9K Sell
162
-23
-12% -$2.87K 0.01% 138
2025
Q1 		$22.6K Buy
185
+46
+33% +$5.93K 0.01% 145
2024
Q4 		$17.9K Buy
+139
New +$18K 0.01% 167

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Valued Wealth Advisors's ITOT Position: Q3 2026 in Review

Valued Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 162 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #173.

Valued Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 1,261 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Valued Wealth Advisors held 162 shares of iShares Core S&P Total US Stock Market ETF worth $26.9K as of Q3 2026.
  • Valued Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • Valued Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,261 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.