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Whitaker-Myers Wealth Managers’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Whitaker-Myers Wealth Managers’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 		$1.45M Buy
8,715
+1,105
+15% +$184K 0.24% 60
2026
Q2 		$1.25M Sell
7,610
-829
-10% -$132K 0.21% 67
2026
Q1 		$1.2M Buy
8,439
+115
+1% +$17.1K 0.24% 65
2025
Q4 		$1.24M Buy
8,324
+22
+0.3% +$3.25K 0.26% 70
2025
Q3 		$1.21M Sell
8,302
-1,449
-15% -$203K 0.26% 47
2025
Q2 		$1.32M Sell
9,751
-2,176
-18% -$272K 0.33% 34
2025
Q1 		$1.46M Sell
11,927
-2,105
-15% -$271K 0.41% 27
2024
Q4 		$1.8M Buy
14,032
+390
+3% +$50.5K 0.53% 26
2024
Q3 		$1.71M Buy
13,642
+15
+0.1% +$1.82K 0.57% 25
2024
Q2 		$1.62M Sell
13,627
-929
-6% -$107K 0.6% 25
2024
Q1 		$1.68M Sell
14,556
-240
-2% -$26.3K 0.71% 24
2023
Q4 		$1.56M Sell
14,796
-240
-2% -$23.5K 0.78% 24
2023
Q3 		$1.42M Sell
15,036
-1,067
-7% -$105K 0.88% 22
2023
Q2 		$1.58M Sell
16,103
-3
-0% -$277 1.06% 22
2023
Q1 		$1.46M Sell
16,106
-1,567
-9% -$139K 1.13% 22
2022
Q4 		$1.5M Buy
+17,673
New +$1.51M 1.44% 23

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

Whitaker-Myers Wealth Managers's ITOT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q3 2026, buying an estimated $184K and bringing the position to 8,715 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #60.

Whitaker-Myers Wealth Managers first reported a position in ITOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q4 2024. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 8,715 shares of iShares Core S&P Total US Stock Market ETF worth $1.45M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 1,105 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $184K.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #60 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Core S&P Total US Stock Market ETF position peaked at $1.8M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.