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

Wedmont Private Capital’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 		$8.94M Buy
53,060
+8,533
+19% +$1.42M 0.21% 65
2026
Q2 		$7.37M Sell
44,527
-1,816
-4% -$288K 0.2% 67
2026
Q1 		$6.86M Sell
46,343
-2,008
-4% -$299K 0.22% 64
2025
Q4 		$7.29M Buy
48,351
+14,918
+45% +$2.2M 0.25% 54
2025
Q3 		$4.89M Buy
33,433
+130
+0.4% +$18.2K 0.18% 70
2025
Q2 		$4.55M Buy
33,303
+497
+2% +$62K 0.19% 69
2025
Q1 		$3.81M Buy
32,806
+1,950
+6% +$251K 0.2% 69
2024
Q4 		$3.93M Buy
30,856
+1,578
+5% +$204K 0.21% 61
2024
Q3 		$3.64M Sell
29,278
-75
-0.3% -$9.08K 0.21% 63
2024
Q2 		$3.59M Sell
29,353
-229
-0.8% -$26.3K 0.23% 64
2024
Q1 		$3.38M Buy
29,582
+833
+3% +$91.4K 0.25% 59
2023
Q4 		$3.01M Sell
28,749
-580
-2% -$56.8K 0.25% 58
2023
Q3 		$2.79M Buy
29,329
+1,052
+4% +$103K 0.28% 56
2023
Q2 		$2.81M Buy
28,277
+3,751
+15% +$347K 0.3% 53
2023
Q1 		$2.21M Buy
24,526
+4,965
+25% +$441K 0.29% 57
2022
Q4 		$1.68M Buy
19,561
+2,563
+15% +$219K 0.25% 66
2022
Q3 		$1.35M Hold
16,998
– – 0.27% 59
2022
Q2 		$1.42M Buy
16,998
+1
+0% +$91 0.31% 53
2022
Q1 		$1.74M Buy
16,997
+60
+0.4% +$5.98K 0.39% 46
2021
Q4 		$1.76M Buy
+16,937
New +$1.77M 0.54% 33

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Wedmont Private Capital's ITOT Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q3 2026, buying an estimated $1.42M and bringing the position to 53,060 shares worth $8.94M. The position accounts for 0.21% of the portfolio, ranked #65.

Wedmont Private Capital first reported a position in ITOT in Q4 2021 and has held it in 20 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Wedmont Private Capital held 53,060 shares of iShares Core S&P Total US Stock Market ETF worth $8.94M as of Q3 2026.
  • Wedmont Private Capital bought 8,533 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $1.42M.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of Wedmont Private Capital's portfolio in Q3 2026, its #65 holding.
  • Wedmont Private Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.