Brooklyn FI’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brooklyn FI’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	$10.8M	Buy	76,056 +2,183	+3%	+$325K	2.28%	16
2025 Q4	$11M	Buy	73,873 +12,942	+21%	+$1.91M	2.35%	15
2025 Q3	$8.87M	Buy	60,931 +3,000	+5%	+$421K	1.99%	20
2025 Q2	$7.82M	Buy	57,931 +30,061	+108%	+$3.75M	2.01%	17
2025 Q1	$3.23M	Buy	27,870 +11,057	+66%	+$1.43M	1%	25
2024 Q4	$2.16M	Buy	16,813 +178	+1%	+$23K	0.72%	30
2024 Q3	$2.09M	Buy	16,635 +7,105	+75%	+$860K	0.74%	29
2024 Q2	$1.13M	Sell	9,530 -189	-2%	-$21.7K	0.44%	34
2024 Q1	$1.12M	Buy	9,719 +1,383	+17%	+$152K	0.46%	33
2023 Q4	$877K	Buy	+8,336	New	+$817K	0.41%	35

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

Brooklyn FI's ITOT Position: Q1 2026 in Review

Brooklyn FI increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q1 2026, buying an estimated $325K and bringing the position to 76,056 shares worth $10.8M. The position accounts for 2.28% of the portfolio, ranked #16.

Brooklyn FI first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Brooklyn FI held 76,056 shares of iShares Core S&P Total US Stock Market ETF worth $10.8M as of Q1 2026.
Brooklyn FI bought 2,183 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $325K.
iShares Core S&P Total US Stock Market ETF made up 2.28% of Brooklyn FI's portfolio in Q1 2026, its #16 holding.
Brooklyn FI first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Brooklyn FI's iShares Core S&P Total US Stock Market ETF position peaked at $11M in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.