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

Wealth Quarterback’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	$391K	Buy	2,354 +112	+5%	+$18.6K	0.12%	108
2026 Q2	$368K	Buy	2,242 +490	+28%	+$77.8K	0.11%	115
2026 Q1	$250K	Buy	+1,752	New	+$261K	0.1%	142
2023 Q2	–	Sell	-2,337	Closed	-$212K	–	127
2023 Q1	$212K	Buy	+2,337	New	+$207K	0.18%	104
2021 Q3	$330K	Sell	3,352 -1,048	-24%	-$106K	0.22%	80
2021 Q2	$435K	Buy	+4,400	New	+$423K	0.26%	75
2020 Q4	–	Sell	-3,137	Closed	-$218K	–	116
2020 Q3	$218K	Hold	3,137	–	–	0.2%	103
2020 Q2	$218K	Sell	3,137 -2,339	-43%	-$153K	0.2%	103
2020 Q1	$313K	Sell	5,476 -22,317	-80%	-$1.53M	0.29%	74
2019 Q4	$2.02M	Buy	+27,793	New	+$1.93M	1.75%	9

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

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

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

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Wealth Quarterback's ITOT Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q3 2026, buying an estimated $18.6K and bringing the position to 2,354 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #108.

Wealth Quarterback first reported a position in ITOT in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.02M in Q4 2019. 652 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Wealth Quarterback held 2,354 shares of iShares Core S&P Total US Stock Market ETF worth $391K as of Q3 2026.
Wealth Quarterback bought 112 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $18.6K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Wealth Quarterback's portfolio in Q3 2026, its #108 holding.
Wealth Quarterback first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
Wealth Quarterback's iShares Core S&P Total US Stock Market ETF position peaked at $2.02M in Q4 2019.
652 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.