Adero Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Adero Partners’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 Q1	$532K	Hold	4,360	–	–	0.03%	121
2024 Q4	$561K	Sell	4,360 -76	-2%	-$9.84K	0.04%	115
2024 Q3	$557K	Sell	4,436 -197	-4%	-$23.9K	0.04%	117
2024 Q2	$550K	Sell	4,633 -227	-5%	-$26.1K	0.04%	113
2024 Q1	$560K	Hold	4,860	–	–	0.04%	107
2023 Q4	$511K	Hold	4,860	–	–	0.04%	106
2023 Q3	$458K	Hold	4,860	–	–	0.04%	111
2023 Q2	$476K	Hold	4,860	–	–	0.05%	104
2023 Q1	$440K	Buy	+4,860	New	+$431K	0.05%	106

Other funds holding ITOT

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Adero Partners's ITOT Position: Q1 2025 in Review

Adero Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2025 at 4,360 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #121.

Adero Partners first reported a position in ITOT in Q1 2023 and has held it in 9 quarters since. The position peaked at $561K in Q4 2024. 1,428 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Adero Partners held 4,360 shares of iShares Core S&P Total US Stock Market ETF worth $532K as of Q1 2025.
Adero Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2025.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Adero Partners's portfolio in Q1 2025, its #121 holding.
Adero Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 9 quarters since.
Adero Partners's iShares Core S&P Total US Stock Market ETF position peaked at $561K in Q4 2024.
1,428 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.