Abundance Wealth Counselors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Abundance Wealth Counselors’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 Q1	–	Sell	-2,303	Closed	-$342K	–	252
2025 Q4	$342K	Buy	+2,303	New	+$340K	0.06%	135
2025 Q1	–	Sell	-7,232	Closed	-$930K	–	154
2024 Q4	$930K	Buy	+7,232	New	+$936K	0.2%	84
2024 Q1	–	Sell	-7,703	Closed	-$811K	–	142
2023 Q4	$811K	Buy	+7,703	New	+$755K	0.21%	75
2023 Q1	–	Sell	-9,350	Closed	-$793K	–	153
2022 Q4	$793K	Buy	+9,350	New	+$798K	0.22%	73
2021 Q3	–	Sell	-4,540	Closed	-$448K	–	76
2021 Q2	$448K	Sell	4,540 -645	-12%	-$62K	0.12%	76
2021 Q1	$475K	Sell	5,185 -260	-5%	-$23.3K	0.12%	66
2020 Q4	$469K	Hold	5,445	–	–	0.12%	68
2020 Q3	$411K	Hold	5,445	–	–	0.12%	67
2020 Q2	$378K	Sell	5,445 -9	-0.2%	-$588	0.11%	67
2020 Q1	$312K	Sell	5,454 -12,750	-70%	-$875K	0.11%	27
2019 Q4	$1.32M	Buy	18,204 +11,287	+163%	+$785K	0.37%	14
2019 Q3	$464K	Sell	6,917 -169	-2%	-$11.3K	0.14%	17
2019 Q2	$472K	Sell	7,086 -2,134	-23%	-$140K	0.15%	17
2019 Q1	$594K	Sell	9,220 -629	-6%	-$39K	0.2%	16
2018 Q4	$559K	Buy	+9,849	New	+$605K	0.21%	16

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Abundance Wealth Counselors's ITOT Position: Q1 2026 in Review

Abundance Wealth Counselors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2,303 shares — an estimated $342K sold.

Abundance Wealth Counselors first reported a position in ITOT in Q4 2018 and held it in 15 quarters. The position peaked at $1.32M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Abundance Wealth Counselors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Abundance Wealth Counselors sold 2,303 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $342K.
Abundance Wealth Counselors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 15 quarters.
Abundance Wealth Counselors's iShares Core S&P Total US Stock Market ETF position peaked at $1.32M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.