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

Bristlecone 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 Q3	$658K	Hold	4,515	–	–	0.06%	156
2025 Q2	$610K	Hold	4,515	–	–	0.05%	150
2025 Q1	$551K	Hold	4,515	–	–	0.05%	187
2024 Q4	$581K	Hold	4,515	–	–	0.05%	182
2024 Q3	$567K	Buy	4,515 +1,477	+49%	+$179K	0.05%	178
2024 Q2	$361K	Hold	3,038	–	–	0.03%	208
2024 Q1	$350K	Hold	3,038	–	–	0.03%	214
2023 Q4	$320K	Buy	+3,038	New	+$298K	0.03%	221
2023 Q3	–	Sell	-1,195	Closed	-$117K	–	268
2023 Q2	$117K	Hold	1,195	–	–	0.01%	273
2023 Q1	$108K	Buy	+1,195	New	+$106K	0.01%	277

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

Bristlecone Advisors's ITOT Position: Q3 2025 in Review

Bristlecone Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 4,515 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #156.

Bristlecone Advisors first reported a position in ITOT in Q1 2023 and has held it in 10 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Bristlecone Advisors held 4,515 shares of iShares Core S&P Total US Stock Market ETF worth $658K as of Q3 2025.
Bristlecone Advisors 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 0.06% of Bristlecone Advisors's portfolio in Q3 2025, its #156 holding.
Bristlecone Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 10 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.