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

BlackDiamond 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
2026
Q1 		$5.47M Sell
38,412
-274
-0.7% -$40.7K 2.63% 5
2025
Q4 		$5.88M Buy
38,686
+3,109
+9% +$459K 2.86% 5
2025
Q3 		$5.18M Sell
35,577
-615
-2% -$86.2K 2.83% 5
2025
Q2 		$4.89M Sell
36,192
-3,174
-8% -$396K 2.82% 5
2025
Q1 		$4.86M Buy
39,366
+1,970
+5% +$254K 3.28% 5
2024
Q4 		$4.81M Sell
37,396
-290
-0.8% -$37.5K 2.78% 5
2024
Q3 		$4.96M Sell
37,686
-1,368
-4% -$166K 3% 4
2024
Q2 		$4.54M Buy
39,054
+1,552
+4% +$178K 2.99% 3
2024
Q1 		$4.32M Sell
37,502
-9,183
-20% -$1.01M 3.08% 3
2023
Q4 		$5.05M Sell
46,685
-4,954
-10% -$485K 3.71% 3
2023
Q3 		$4.7M Buy
51,639
+4,544
+10% +$447K 4.25% 3
2023
Q2 		$4.74M Buy
47,095
+1,247
+3% +$115K 4.01% 4
2023
Q1 		$4.1M Sell
45,848
-4,293
-9% -$381K 4.2% 6
2022
Q4 		$4.35M Sell
50,141
-908
-2% -$77.5K 4.93% 4
2022
Q3 		$4.36M Buy
51,049
+5,345
+12% +$473K 5.25% 4
2022
Q2 		$4.02M Buy
45,704
+503
+1% +$45.8K 5.01% 2
2022
Q1 		$4.56M Sell
45,201
-1,224
-3% -$122K 5.45% 1
2021
Q4 		$4.97M Buy
+46,425
New +$4.85M 5.7% 1

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

BlackDiamond Wealth Management's ITOT Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.71% in Q1 2026, selling an estimated $40.7K and leaving 38,412 shares worth $5.47M. The position accounts for 2.63% of the portfolio, ranked #5.

BlackDiamond Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.88M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • BlackDiamond Wealth Management held 38,412 shares of iShares Core S&P Total US Stock Market ETF worth $5.47M as of Q1 2026.
  • BlackDiamond Wealth Management sold 274 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $40.7K.
  • iShares Core S&P Total US Stock Market ETF made up 2.63% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #5 holding.
  • BlackDiamond Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $5.88M 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 BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.