C.M. Bidwell & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

C.M. Bidwell & Associates’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	$615K	Hold	4,318	–	–	0.29%	56
2025 Q4	$642K	Hold	4,318	–	–	0.3%	55
2025 Q3	$629K	Hold	4,318	–	–	0.3%	57
2025 Q2	$583K	Hold	4,318	–	–	0.3%	61
2025 Q1	$527K	Hold	4,318	–	–	0.32%	61
2024 Q4	$555K	Hold	4,318	–	–	0.34%	58
2024 Q3	$542K	Hold	4,318	–	–	0.33%	57
2024 Q2	$513K	Hold	4,318	–	–	0.34%	54
2024 Q1	$498K	Hold	4,318	–	–	0.34%	54
2023 Q4	$454K	Hold	4,318	–	–	0.34%	54
2023 Q3	$407K	Hold	4,318	–	–	0.31%	54
2023 Q2	$422K	Hold	4,318	–	–	0.31%	56
2023 Q1	$391K	Hold	4,318	–	–	0.3%	55
2022 Q4	$366K	Buy	4,318 +2,765	+178%	+$236K	0.29%	57
2022 Q3	$124K	Sell	1,553 -2,926	-65%	-$259K	0.1%	178
2022 Q2	$375K	Buy	4,479 +123	+3%	+$11.2K	0.3%	53
2022 Q1	$440K	Hold	4,356	–	–	0.29%	55
2021 Q4	$466K	Buy	4,356 +3,044	+232%	+$318K	0.29%	56
2021 Q3	$129K	Hold	1,312	–	–	0.09%	222
2021 Q2	$130K	Hold	1,312	–	–	0.09%	224
2021 Q1	$120K	Hold	1,312	–	–	0.09%	216
2020 Q4	$113K	Hold	1,312	–	–	0.09%	212
2020 Q3	$99K	Hold	1,312	–	–	0.09%	216
2020 Q2	$91K	Hold	1,312	–	–	0.08%	220
2020 Q1	$75K	Buy	1,312 +608	+86%	+$41.7K	0.08%	188
2019 Q4	$51K	Hold	704	–	–	0.05%	231
2019 Q3	$47K	Hold	704	–	–	0.05%	255
2019 Q2	$47K	Hold	704	–	–	0.05%	245
2019 Q1	$45K	Buy	+704	New	+$43.7K	0.04%	250
2018 Q1	–	Sell	-2,000	Closed	-$122K	–	411
2017 Q4	$122K	Buy	+2,000	New	+$119K	0.11%	195

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

C.M. Bidwell & Associates's ITOT Position: Q1 2026 in Review

C.M. Bidwell & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 4,318 shares worth $615K. The position accounts for 0.29% of the portfolio, ranked #56.

C.M. Bidwell & Associates first reported a position in ITOT in Q4 2017 and has held it in 30 quarters since. The position peaked at $642K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

C.M. Bidwell & Associates held 4,318 shares of iShares Core S&P Total US Stock Market ETF worth $615K as of Q1 2026.
C.M. Bidwell & Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.29% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #56 holding.
C.M. Bidwell & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 30 quarters since.
C.M. Bidwell & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $642K 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 C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.