BCWM
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Ball & Co Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ball & Co 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
Q1 		– Sell
-8
Closed -$1K – 68
2024
Q4 		$1K Buy
+8
New +$1.04K ﹤0.01% 65

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ball & Co Wealth Management's ITOT Position: Q1 2025 in Review

Ball & Co Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 8 shares — an estimated $1K sold.

Ball & Co Wealth Management first reported a position in ITOT in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Ball & Co Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 8 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $1K.
  • Ball & Co Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Ball & Co Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Ball & Co Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.