Wayfinding Financial
ITOT icon

Wayfinding Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wayfinding Financial’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 		$200K Buy
+1,207
New +$201K 0.07% 168
2025
Q2 		– Sell
-1,208
Closed -$147K – 432
2025
Q1 		$147K Buy
+1,208
New +$156K 0.06% 173

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wayfinding Financial's ITOT Position: Q3 2026 in Review

Wayfinding Financial opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,207 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings. This is a return to the name: Wayfinding Financial previously reported a position in ITOT as recently as Q1 2025.

Wayfinding Financial first reported a position in ITOT in Q1 2025 and has held it in 2 quarters since. 1,445 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Wayfinding Financial held 1,207 shares of iShares Core S&P Total US Stock Market ETF worth $200K as of Q3 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Wayfinding Financial position in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Wayfinding Financial's portfolio in Q3 2026, its #168 holding.
  • Wayfinding Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 2 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 Wayfinding Financial's 13F filing for Q3 2026, filed 12 Nov 2026.