Baron Silver Stevens Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Baron Silver Stevens Financial Advisors’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	$14.3M	Buy	100,274 +2,859	+3%	+$425K	2.07%	16
2025 Q4	$14.5M	Buy	97,415 +361	+0.4%	+$53.3K	2.09%	15
2025 Q3	$14.1M	Buy	97,054 +1,078	+1%	+$151K	2.07%	15
2025 Q2	$13M	Buy	95,976 +6,376	+7%	+$796K	2.08%	15
2025 Q1	$10.9M	Buy	89,600 +6,388	+8%	+$823K	1.91%	17
2024 Q4	$10.7M	Buy	83,212 +2,470	+3%	+$320K	1.82%	18
2024 Q3	$10.1M	Buy	80,742 +185	+0.2%	+$22.4K	1.77%	17
2024 Q2	$9.57M	Sell	80,557 -2,152	-3%	-$247K	1.81%	17
2024 Q1	$9.54M	Sell	82,709 -988	-1%	-$108K	1.84%	17
2023 Q4	$8.81M	Sell	83,697 -3,132	-4%	-$307K	1.85%	17
2023 Q3	$8.18M	Sell	86,829 -5,090	-6%	-$500K	1.85%	17
2023 Q2	$8.99M	Buy	91,919 +13,976	+18%	+$1.29M	1.97%	17
2023 Q1	$7.06M	Sell	77,943 -13,558	-15%	-$1.2M	1.84%	19
2022 Q4	$7.76M	Sell	91,501 -324	-0.4%	-$27.7K	1.91%	18
2022 Q3	$309	Buy	91,825 +5,283	+6%	+$467K	0.08%	66
2022 Q2	$7.25M	Buy	86,542 +7,866	+10%	+$717K	1.88%	18
2022 Q1	$7.94M	Buy	78,676 +428	+0.5%	+$42.7K	1.86%	17
2021 Q4	$8.37M	Buy	78,248 +168	+0.2%	+$17.6K	1.98%	16
2021 Q3	$7.68M	Buy	78,080 +655	+0.8%	+$66.2K	2.05%	15
2021 Q2	$7.65M	Buy	77,425 +1,673	+2%	+$161K	2.07%	15
2021 Q1	$6.94M	Buy	75,752 +5,042	+7%	+$452K	3.77%	7
2020 Q4	$6.1M	Buy	+70,710	New	+$5.73M	2.09%	13

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

Baron Silver Stevens Financial Advisors's ITOT Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q1 2026, buying an estimated $425K and bringing the position to 100,274 shares worth $14.3M. The position accounts for 2.07% of the portfolio, ranked #16.

Baron Silver Stevens Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.5M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Baron Silver Stevens Financial Advisors held 100,274 shares of iShares Core S&P Total US Stock Market ETF worth $14.3M as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 2,859 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $425K.
iShares Core S&P Total US Stock Market ETF made up 2.07% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #16 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Baron Silver Stevens Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $14.5M 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 Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.