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

Vericrest Private 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	$4.95M	Sell	29,792 -321	-1%	-$53.4K	4.42%	6
2026 Q2	$4.95M	Buy	30,113 +1,152	+4%	+$183K	4.4%	6
2026 Q1	$4.12M	Buy	28,961 +1,443	+5%	+$215K	3.7%	9
2025 Q4	$4.09M	Buy	+27,518	New	+$4.06M	3.64%	8
2022 Q2	$2.48M	Sell	29,641 -361	-1%	-$32.9K	3.05%	15
2022 Q1	$3.03M	Sell	30,002 -1,351	-4%	-$135K	3.15%	12
2021 Q4	$3.35M	Buy	+31,353	New	+$3.28M	3.11%	11

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vericrest Private Wealth's ITOT Position: Q3 2026 in Review

Vericrest Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q3 2026, selling an estimated $53.4K and leaving 29,792 shares worth $4.95M. The position accounts for 4.42% of the portfolio, ranked #6.

Vericrest Private Wealth first reported a position in ITOT in Q4 2021 and has held it in 7 quarters since. 1,445 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Vericrest Private Wealth held 29,792 shares of iShares Core S&P Total US Stock Market ETF worth $4.95M as of Q3 2026.
Vericrest Private Wealth sold 321 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $53.4K.
iShares Core S&P Total US Stock Market ETF made up 4.42% of Vericrest Private Wealth's portfolio in Q3 2026, its #6 holding.
Vericrest Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 7 quarters since.
1,445 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.