Weaver Consulting Group
ITOT icon

Weaver Consulting Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Weaver Consulting Group’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 		$2.04M Buy
12,277
+1
+0% +$166 0.4% 59
2026
Q2 		$2.02M Sell
12,276
-41
-0.3% -$6.51K 0.41% 55
2026
Q1 		$1.75M Buy
12,317
+670
+6% +$100K 0.42% 57
2025
Q4 		$1.73M Hold
11,647
– – 0.42% 58
2025
Q3 		$1.7M Sell
11,647
-10
-0.1% -$1.4K 0.43% 55
2025
Q2 		$1.57M Hold
11,657
– – 0.44% 55
2025
Q1 		$1.42M Hold
11,657
– – 0.43% 54
2024
Q4 		$1.5M Buy
11,657
+217
+2% +$28.1K 0.46% 52
2024
Q3 		$1.44M Buy
11,440
+415
+4% +$50.2K 0.46% 53
2024
Q2 		$1.31M Hold
11,025
– – 0.46% 53
2024
Q1 		$1.27M Sell
11,025
-53
-0.5% -$5.81K 0.47% 51
2023
Q4 		$1.17M Buy
11,078
+55
+0.5% +$5.39K 0.47% 48
2023
Q3 		$1.04M Sell
11,023
-77
-0.7% -$7.57K 0.47% 48
2023
Q2 		$1.09M Sell
11,100
-923
-8% -$85.3K 0.48% 45
2023
Q1 		$1.09M Sell
12,023
-3,430
-22% -$305K 0.5% 42
2022
Q4 		$1.31M Buy
15,453
+3,820
+33% +$326K 0.67% 34
2022
Q3 		$925K Buy
11,633
+2,971
+34% +$263K 0.53% 39
2022
Q2 		$726K Hold
8,662
– – 0.41% 48
2022
Q1 		$874K Hold
8,662
– – 0.42% 42
2021
Q4 		$927K Sell
8,662
-33
-0.4% -$3.45K 0.45% 43
2021
Q3 		$855K Buy
8,695
+5
+0.1% +$506 0.46% 43
2021
Q2 		$858K Hold
8,690
– – 0.48% 40
2021
Q1 		$796K Sell
8,690
-130
-1% -$11.7K 0.49% 38
2020
Q4 		$760K Hold
8,820
– – 0.47% 41
2020
Q3 		$666K Sell
8,820
-1,720
-16% -$128K 0.38% 50
2020
Q2 		$732K Sell
10,540
-6,087
-37% -$398K 0.43% 47
2020
Q1 		$951K Buy
16,627
+1,588
+11% +$109K 0.62% 35
2019
Q4 		$1.01M Buy
15,039
+80
+0.5% +$5.57K 0.54% 36
2019
Q3 		$1.02M Hold
14,959
– – 0.54% 38
2019
Q2 		$997K Hold
14,959
– – 0.54% 40
2019
Q1 		$983K Buy
+14,959
New +$928K 0.28% 68

Other funds holding ITOT

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
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Weaver Consulting Group's ITOT Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q3 2026, buying an estimated $166 and bringing the position to 12,277 shares worth $2.04M. The position accounts for 0.4% of the portfolio, ranked #59.

Weaver Consulting Group first reported a position in ITOT in Q1 2019 and has held it in 31 quarters since. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Weaver Consulting Group held 12,277 shares of iShares Core S&P Total US Stock Market ETF worth $2.04M as of Q3 2026.
  • Weaver Consulting Group bought 1 iShares Core S&P Total US Stock Market ETF share in Q3 2026, an estimated $166.
  • iShares Core S&P Total US Stock Market ETF made up 0.4% of Weaver Consulting Group's portfolio in Q3 2026, its #59 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.