AFWM
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Abich Financial Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$62.3K Buy
+428
New +$60K 0.02% 285
2024
Q3 		$53.8K Hold
428
– – 0.12% 87
2024
Q2 		$50.8K Buy
+428
New +$49.1K 0.03% 159

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Abich Financial Wealth Management's ITOT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025: 428 shares worth $62.3K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ITOT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in ITOT in Q2 2024 and has held it in 3 quarters since. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Abich Financial Wealth Management held 428 shares of iShares Core S&P Total US Stock Market ETF worth $62.3K as of Q3 2025.
  • iShares Core S&P Total US Stock Market ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #285 holding.
  • Abich Financial Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.