XY Planning Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

XY Planning Network’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	$2.55M	Buy	15,307 +671	+5%	+$112K	0.27%	80
2026 Q2	$2.4M	Sell	14,636 -209	-1%	-$33.2K	0.3%	78
2026 Q1	$2.13M	Sell	14,845 -1,649	-10%	-$245K	0.34%	70
2025 Q4	$2.45M	Buy	16,494 +8,931	+118%	+$1.32M	0.43%	54
2025 Q3	$1.02M	Hold	7,563	–	–	0.35%	71
2025 Q2	$1.02M	Buy	+7,563	New	+$944K	0.35%	71

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

XY Planning Network's ITOT Position: Q3 2026 in Review

XY Planning Network increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q3 2026, buying an estimated $112K and bringing the position to 15,307 shares worth $2.55M. The position accounts for 0.27% of the portfolio, ranked #80.

XY Planning Network first reported a position in ITOT in Q2 2025 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

XY Planning Network held 15,307 shares of iShares Core S&P Total US Stock Market ETF worth $2.55M as of Q3 2026.
XY Planning Network bought 671 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $112K.
iShares Core S&P Total US Stock Market ETF made up 0.27% of XY Planning Network's portfolio in Q3 2026, its #80 holding.
XY Planning Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 6 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 XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.