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ITOT icon

Apexium Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Apexium Financial’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 		$1.19M Sell
8,197
-203
-2% -$28.5K 0.06% 117
2025
Q2 		$1.13M Hold
8,400
– – 0.06% 120
2025
Q1 		$1.02M Buy
8,400
+1
+0% +$129 0.06% 117
2024
Q4 		$1.08M Buy
8,399
+153
+2% +$19.8K 0.07% 108
2024
Q3 		$1.04M Buy
8,246
+58
+0.7% +$7.02K 0.07% 93
2024
Q2 		$973K Hold
8,188
– – 0.07% 94
2024
Q1 		$944K Hold
8,188
– – 0.07% 99
2023
Q4 		$862K Sell
8,188
-5
-0.1% -$490 0.06% 132
2023
Q3 		$773K Hold
8,193
– – 0.08% 98
2023
Q2 		$802K Buy
8,193
+2
+0% +$185 0.07% 97
2023
Q1 		$742K Sell
8,191
-2,404
-23% -$213K 0.07% 104
2022
Q4 		$898K Sell
10,595
-117
-1% -$9.99K 0.09% 88
2022
Q3 		$852K Buy
10,712
+4,903
+84% +$434K 0.11% 80
2022
Q2 		$487K Buy
5,809
+748
+15% +$68.2K 0.28% 56
2022
Q1 		$541K Hold
5,061
– – 0.28% 48
2021
Q4 		$541K Buy
5,061
+39
+0.8% +$4.08K 0.28% 49
2021
Q3 		$494K Sell
5,022
-90
-2% -$9.1K 0.29% 50
2021
Q2 		$505K Hold
5,112
– – 0.31% 45
2021
Q1 		$468K Hold
5,112
– – 0.34% 48
2020
Q4 		$441K Hold
5,112
– – 0.35% 45
2020
Q3 		$386K Hold
5,112
– – 0.31% 45
2020
Q2 		$355K Buy
+5,112
New +$334K 0.32% 47

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

Apexium Financial's ITOT Position: Q3 2025 in Review

Apexium Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q3 2025, selling an estimated $28.5K and leaving 8,197 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #117.

Apexium Financial first reported a position in ITOT in Q2 2020 and has held it in 22 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Apexium Financial held 8,197 shares of iShares Core S&P Total US Stock Market ETF worth $1.19M as of Q3 2025.
  • Apexium Financial sold 203 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $28.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #117 holding.
  • Apexium Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.