Whitcomb & Hess
ITOT icon

Whitcomb & Hess’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Whitcomb & Hess’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 		$2.08M Sell
12,495
-573
-4% -$95.3K 0.45% 24
2026
Q2 		$2.15M Buy
13,068
+492
+4% +$78.1K 0.46% 24
2026
Q1 		$1.79M Sell
12,576
-178
-1% -$26.5K 0.42% 26
2025
Q4 		$1.94M Sell
12,754
-966
-7% -$143K 0.46% 23
2025
Q3 		$2M Sell
13,720
-635
-4% -$89K 0.51% 23
2025
Q2 		$1.94M Sell
14,355
-631
-4% -$78.7K 0.55% 23
2025
Q1 		$1.83M Sell
14,986
-17
-0.1% -$2.19K 0.55% 23
2024
Q4 		$1.93M Sell
15,003
-343
-2% -$44.4K 0.6% 21
2024
Q3 		$1.93M Sell
15,346
-240
-2% -$29.1K 0.57% 21
2024
Q2 		$1.85M Sell
15,586
-82
-0.5% -$9.41K 0.58% 24
2024
Q1 		$1.81M Buy
15,668
+28
+0.2% +$3.07K 0.58% 23
2023
Q4 		$1.65M Sell
15,640
-234
-1% -$22.9K 0.57% 22
2023
Q3 		$1.5M Sell
15,874
-1,391
-8% -$137K 0.56% 22
2023
Q2 		$1.69M Sell
17,265
-1,164
-6% -$108K 0.62% 20
2023
Q1 		$1.67M Sell
18,429
-746
-4% -$66.2K 0.63% 20
2022
Q4 		$1.63M Sell
19,175
-763
-4% -$65.1K 0.65% 21
2022
Q3 		$1.59M Sell
19,938
-1,238
-6% -$109K 0.71% 19
2022
Q2 		$1.77M Buy
21,176
+669
+3% +$61K 0.77% 19
2022
Q1 		$2.07M Buy
20,507
+338
+2% +$33.7K 0.82% 16
2021
Q4 		$2.03M Buy
20,169
+280
+1% +$29.3K 0.8% 17
2021
Q3 		$1.96M Sell
19,889
-908
-4% -$91.8K 0.83% 17
2021
Q2 		$2.05M Buy
+20,797
New +$2M 0.89% 17

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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

Whitcomb & Hess's ITOT Position: Q3 2026 in Review

Whitcomb & Hess reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.4% in Q3 2026, selling an estimated $95.3K and leaving 12,495 shares worth $2.08M. The position accounts for 0.45% of the portfolio, ranked #24.

Whitcomb & Hess first reported a position in ITOT in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.15M in Q2 2026. 1,046 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Whitcomb & Hess held 12,495 shares of iShares Core S&P Total US Stock Market ETF worth $2.08M as of Q3 2026.
  • Whitcomb & Hess sold 573 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $95.3K.
  • iShares Core S&P Total US Stock Market ETF made up 0.45% of Whitcomb & Hess's portfolio in Q3 2026, its #24 holding.
  • Whitcomb & Hess first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 22 quarters since.
  • Whitcomb & Hess's iShares Core S&P Total US Stock Market ETF position peaked at $2.15M in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.