BOLTON SECURITIES CORPORATION’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

BOLTON SECURITIES CORPORATION’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	$197K	Buy	1,183 +753	+175%	+$125K	0.01%	895
2026 Q2	$70.6K	Sell	430 -20	-4%	-$3.17K	﹤0.01%	1215
2026 Q1	$64.1K	Buy	+450	New	+$66.9K	﹤0.01%	1164
2025 Q3	$65.5K	Buy	+450	New	+$63.1K	﹤0.01%	1083
2025 Q1	$64.7K	Buy	+530	New	+$68.3K	﹤0.01%	978

Other funds holding ITOT

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ITOT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 175% in Q3 2026, buying an estimated $125K and bringing the position to 1,183 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #895.

BOLTON SECURITIES CORPORATION first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

BOLTON SECURITIES CORPORATION held 1,183 shares of iShares Core S&P Total US Stock Market ETF worth $197K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 753 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $125K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #895 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
1,406 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.