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Upturn AI Summary
iShares Core S&P Total U.S. Stock Market ETF(ITOT)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ITOT
11/12/2026: ITOT (5-star) is currently NOT-A-BUY. Pass it for now.
ITOT provides comprehensive, low-cost exposure to the entire U.S. stock market, spanning thousands of companies across all size caps. Its main strengths include low expenses, deep liquidity, and efficient tracking of the S&P Total Market Index, making it a powerful core holding for long-term investors. It is primarily used for broad market participation rather than tactical trading. While well-diversified, investors must be aware that it carries full systemic market risk and can experience significant drawdowns during economic downturns. This fund is well-suited for passive investors seeking a simple, low-cost way to capture U.S. equity growth over long time horizons.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides broad participation in the growth of the entire U.S. economy. |
| Momentum investor | Strong fit while signal remains positive | It captures the aggregate upward movement of the total U.S. market during bullish cycles. |
| Value investor | Mixed fit | While it includes value stocks, the weight is skewed toward growth-oriented large-caps. |
| Dividend/Income investor | Mixed fit | It provides dividend income from the market but lacks a focus on dividend growth strategies. |
| Low-risk investor | Medium | As a total market fund, it carries systemic market risk and is subject to full equity market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a core, long-term foundational holding for a U.S. equity portfolio.
Suitability
Best suited for passive index followers and long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-only fund, it experiences the natural price swings of the U.S. stock market. |
| Market risk | High | Systemic U.S. economic downturns will directly and negatively impact the fund's value. |
| Concentration | Low | The fund is exceptionally well-diversified across thousands of holdings. |
| Tracking/expense | Low | The low expense ratio and passive strategy minimize tracking error. |
| Liquidity | Low | High trading volume ensures efficient execution even in volatile markets. |
| Business/sector quality | Low | The broad nature of the fund mitigates the risk of any single company or sector failure. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
ITOT typically exhibits market-level volatility, consistent with a broad U.S. equity benchmark.
Market Risk
The fund is fully exposed to the fluctuations of the U.S. economy, interest rates, and systemic market trends.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 85 | Large-cap companies provide the primary driver of stability and performance for this broad market fund. |
| Market capitalization | Mid-Cap U.S. Equities | 10 | Mid-cap exposure adds a growth component and diversification beyond the largest market players. |
| Market capitalization | Small-Cap U.S. Equities | 5 | Small-cap exposure provides growth potential and captures the broader U.S. economic environment. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 36.38% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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