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Aspiriant LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Aspiriant LLC’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 		$5.73M Hold
40,235
– – 0.16% 63
2025
Q4 		$5.98M Buy
40,235
+2,296
+6% +$339K 0.17% 64
2025
Q3 		$5.53M Hold
37,939
– – 0.17% 61
2025
Q2 		$5.12M Buy
37,939
+14,514
+62% +$1.81M 0.16% 63
2025
Q1 		$2.86M Buy
23,425
+100
+0.4% +$12.9K 0.1% 77
2024
Q4 		$3M Hold
23,325
– – 0.11% 79
2024
Q3 		$2.93M Hold
23,325
– – 0.11% 77
2024
Q2 		$2.77M Buy
23,325
+242
+1% +$27.8K 0.11% 80
2024
Q1 		$2.66M Hold
23,083
– – 0.11% 82
2023
Q4 		$2.43M Hold
23,083
– – 0.11% 84
2023
Q3 		$2.17M Sell
23,083
-819
-3% -$80.5K 0.11% 85
2023
Q2 		$2.34M Sell
23,902
-863
-3% -$79.8K 0.12% 84
2023
Q1 		$2.24M Sell
24,765
-328
-1% -$29.1K 0.12% 82
2022
Q4 		$2.13M Hold
25,093
– – 0.11% 86
2022
Q3 		$2M Sell
25,093
-7
-0% -$619 0.1% 83
2022
Q2 		$2.1M Sell
25,100
-396
-2% -$36.1K 0.1% 80
2022
Q1 		$2.57M Buy
25,496
+2,012
+9% +$201K 0.14% 74
2021
Q4 		$2.51M Buy
23,484
+1,298
+6% +$136K 0.13% 81
2021
Q3 		$2.18M Sell
22,186
-173
-0.8% -$17.5K 0.13% 72
2021
Q2 		$2.21M Hold
22,359
– – 0.12% 71
2021
Q1 		$2.05M Sell
22,359
-2,441
-10% -$219K 0.13% 65
2020
Q4 		$2.14M Buy
24,800
+2,434
+11% +$197K 0.15% 62
2020
Q3 		$1.69M Buy
22,366
+13,081
+141% +$976K 0.13% 76
2020
Q2 		$646K Buy
+9,285
New +$607K 0.06% 112

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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Aspiriant LLC's ITOT Position: Q1 2026 in Review

Aspiriant LLC held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 40,235 shares worth $5.73M. The position accounts for 0.16% of the portfolio, ranked #63.

Aspiriant LLC first reported a position in ITOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.98M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Aspiriant LLC held 40,235 shares of iShares Core S&P Total US Stock Market ETF worth $5.73M as of Q1 2026.
  • Aspiriant LLC left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.16% of Aspiriant LLC's portfolio in Q1 2026, its #63 holding.
  • Aspiriant LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
  • Aspiriant LLC's iShares Core S&P Total US Stock Market ETF position peaked at $5.98M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.