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

Brass Tax 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 Q3	$635K	Hold	4,359	–	–	0.11%	101
2025 Q2	$589K	Buy	4,359 +159	+4%	+$19.8K	0.11%	98
2025 Q1	$512K	Hold	4,200	–	–	0.11%	99
2024 Q4	$540K	Hold	4,200	–	–	0.11%	92
2024 Q3	$528K	Hold	4,200	–	–	0.11%	84
2024 Q2	$499K	Hold	4,200	–	–	0.22%	62
2024 Q1	$484K	Buy	+4,200	New	+$461K	0.25%	52

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

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

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

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

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

Brass Tax Wealth Management's ITOT Position: Q3 2025 in Review

Brass Tax Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 4,359 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #101.

Brass Tax Wealth Management first reported a position in ITOT in Q1 2024 and has held it in 7 quarters since. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Brass Tax Wealth Management held 4,359 shares of iShares Core S&P Total US Stock Market ETF worth $635K as of Q3 2025.
Brass Tax Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Brass Tax Wealth Management's portfolio in Q3 2025, its #101 holding.
Brass Tax Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 7 quarters since.
1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.