CWC
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Carolinas Wealth Consulting’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-7,149
Closed -$872K – 468
2025
Q1 		$872K Sell
7,149
-71
-1% -$9.15K 0.19% 70
2024
Q4 		$929K Sell
7,220
-208
-3% -$26.9K 0.18% 67
2024
Q3 		$933K Sell
7,428
-228
-3% -$27.6K 0.17% 72
2024
Q2 		$909K Sell
7,656
-1,031
-12% -$118K 0.18% 71
2024
Q1 		$1M Sell
8,687
-52
-0.6% -$5.7K 0.2% 65
2023
Q4 		$920K Buy
8,739
+1,492
+21% +$146K 0.2% 64
2023
Q3 		$664K Buy
7,247
+5
+0.1% +$491 0.17% 70
2023
Q2 		$709K Sell
7,242
-567
-7% -$52.4K 0.14% 82
2023
Q1 		$707K Buy
7,809
+16
+0.2% +$1.42K 0.15% 82
2022
Q4 		$661K Sell
7,793
-3
-0% -$256 0.15% 78
2022
Q3 		$620K Sell
7,796
-84
-1% -$7.43K 0.16% 73
2022
Q2 		$660K Buy
7,880
+5
+0.1% +$456 0.16% 72
2022
Q1 		$795K Sell
7,875
-134
-2% -$13.4K 0.18% 70
2021
Q4 		$857K Sell
8,009
-37
-0.5% -$3.87K 0.19% 64
2021
Q3 		$792K Sell
8,046
-101
-1% -$10.2K 0.18% 62
2021
Q2 		$805K Buy
8,147
+15
+0.2% +$1.44K 0.18% 60
2021
Q1 		$745K Sell
8,132
-11
-0.1% -$987 0.18% 62
2020
Q4 		$702K Buy
8,143
+36
+0.4% +$2.92K 0.19% 62
2020
Q3 		$612K Sell
8,107
-420
-5% -$31.3K 0.21% 58
2020
Q2 		$592K Sell
8,527
-5,346
-39% -$349K 0.23% 54
2020
Q1 		$793K Buy
13,873
+292
+2% +$20K 0.43% 41
2019
Q4 		$984K Buy
+13,581
New +$945K 1.03% 26

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carolinas Wealth Consulting's ITOT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 7,149 shares — an estimated $872K sold.

Carolinas Wealth Consulting first reported a position in ITOT in Q4 2019 and held it in 22 quarters. The position peaked at $1M in Q1 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7,149 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $872K.
  • Carolinas Wealth Consulting first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Core S&P Total US Stock Market ETF position peaked at $1M in Q1 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.