YANKCOM Partnership’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

YANKCOM Partnership’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	$582K	Hold	3,500	–	–	0.2%	91
2026 Q2	$575K	Hold	3,500	–	–	0.21%	92
2026 Q1	$499K	Hold	3,500	–	–	0.21%	96
2025 Q4	$520K	Hold	3,500	–	–	0.22%	94
2025 Q3	$510K	Hold	3,500	–	–	0.23%	94
2025 Q2	$473K	Hold	3,500	–	–	0.23%	98
2025 Q1	$427K	Hold	3,500	–	–	0.23%	95
2024 Q4	$450K	Buy	+3,500	New	+$453K	0.24%	94

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

YANKCOM Partnership's ITOT Position: Q3 2026 in Review

YANKCOM Partnership held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 3,500 shares worth $582K. The position accounts for 0.2% of the portfolio, ranked #91.

YANKCOM Partnership first reported a position in ITOT in Q4 2024 and has held it in 8 quarters since. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

YANKCOM Partnership held 3,500 shares of iShares Core S&P Total US Stock Market ETF worth $582K as of Q3 2026.
YANKCOM Partnership left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.2% of YANKCOM Partnership's portfolio in Q3 2026, its #91 holding.
YANKCOM Partnership first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.