Castleview Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Castleview Partners’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 Q1	–	Sell	-641	Closed	-$82.3K	–	368
2024 Q4	$82.3K	Hold	641	–	–	0.04%	275
2024 Q3	$80.5K	Hold	641	–	–	0.05%	257
2024 Q2	$76.1K	Sell	641 -25	-4%	-$2.87K	0.04%	266
2024 Q1	$76.8K	Buy	666 +36	+6%	+$3.95K	0.04%	292
2023 Q4	$66.3K	Buy	+630	New	+$61.7K	0.05%	254
2022 Q3	–	Sell	-12	Closed	-$1.41K	–	682
2022 Q2	$1.41K	Sell	12 -508	-98%	-$46.3K	﹤0.01%	660
2022 Q1	$52K	Sell	520 -48,690	-99%	-$4.85M	0.03%	341
2021 Q4	$460	Buy	+49,210	New	+$5.14M	﹤0.01%	537
2021 Q2	$24K	Buy	+243	New	+$23.4K	0.01%	525

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Castleview Partners's ITOT Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 641 shares — an estimated $82.3K sold.

Castleview Partners first reported a position in ITOT in Q2 2021 and held it in 9 quarters. The position peaked at $82.3K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Castleview Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 641 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $82.3K.
Castleview Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 9 quarters.
Castleview Partners's iShares Core S&P Total US Stock Market ETF position peaked at $82.3K in Q4 2024.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.