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Bellwether Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bellwether 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
2025
Q4 		– Sell
-1,532
Closed -$223K – 145
2025
Q3 		$223K Buy
1,532
+88
+6% +$12.3K 0.04% 130
2025
Q2 		$195K Sell
1,444
-16
-1% -$2K 0.03% 127
2025
Q1 		$178K Sell
1,460
-337
-19% -$43.4K 0.04% 134
2024
Q4 		$231K Sell
1,797
-77
-4% -$9.97K 0.04% 122
2024
Q3 		$235K Sell
1,874
-347
-16% -$42K 0.05% 109
2024
Q2 		$264K Buy
2,221
+186
+9% +$21.3K 0.06% 103
2024
Q1 		$235K Sell
2,035
-65
-3% -$7.13K 0.05% 112
2023
Q4 		$221K Buy
+2,100
New +$206K 0.05% 108
2023
Q3 		– Sell
-2,100
Closed -$205K – 114
2023
Q2 		$205K Sell
2,100
-82
-4% -$7.58K 0.06% 86
2023
Q1 		$198K Sell
2,182
-849
-28% -$75.4K 0.05% 123
2022
Q4 		$257K Sell
3,031
-614
-17% -$52.4K 0.07% 110
2022
Q3 		$289K Sell
3,645
-685
-16% -$60.6K 0.1% 92
2022
Q2 		$362K Sell
4,330
-708
-14% -$64.5K 0.12% 93
2022
Q1 		$508K Sell
5,038
-55
-1% -$5.48K 0.15% 101
2021
Q4 		$544K Sell
5,093
-990
-16% -$103K 0.17% 86
2021
Q3 		$598K Buy
6,083
+4
+0.1% +$404 0.2% 84
2021
Q2 		$600K Sell
6,079
-823
-12% -$79.1K 0.21% 88
2021
Q1 		$632K Sell
6,902
-3,628
-34% -$325K 0.25% 66
2020
Q4 		$907K Buy
+10,530
New +$853K 0.4% 49

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bellwether Advisors's ITOT Position: Q4 2025 in Review

Bellwether Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,532 shares — an estimated $223K sold.

Bellwether Advisors first reported a position in ITOT in Q4 2020 and held it in 19 quarters. The position peaked at $907K in Q4 2020. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Bellwether Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,532 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $223K.
  • Bellwether Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 19 quarters.
  • Bellwether Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $907K in Q4 2020.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.