Certus Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Certus Wealth Management’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	$8.07M	Sell	55,420 -879	-2%	-$123K	4.83%	7
2025 Q2	$7.6M	Sell	56,299 -1,447	-3%	-$181K	4.9%	8
2025 Q1	$7.36M	Sell	57,746 -1,385	-2%	-$179K	5%	8
2024 Q4	$7.87M	Buy	59,131 +2,097	+4%	+$272K	5.27%	7
2024 Q3	$7.16M	Sell	57,034 -32,138	-36%	-$3.89M	4.99%	8
2024 Q2	$10.6M	Sell	89,172 -5,531	-6%	-$635K	8.04%	2
2024 Q1	$10.7M	Sell	94,703 -149	-0.2%	-$16.3K	8.48%	2
2023 Q4	$9.98M	Buy	94,852 +7,507	+9%	+$736K	8.47%	2
2023 Q3	$8.23M	Sell	87,345 -2,289	-3%	-$225K	7.87%	3
2023 Q2	$8.77M	Buy	+89,634	New	+$8.29M	8.71%	3

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

Certus Wealth Management's ITOT Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q3 2025, selling an estimated $123K and leaving 55,420 shares worth $8.07M. The position accounts for 4.83% of the portfolio, ranked #7.

Certus Wealth Management first reported a position in ITOT in Q2 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q1 2024. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Certus Wealth Management held 55,420 shares of iShares Core S&P Total US Stock Market ETF worth $8.07M as of Q3 2025.
Certus Wealth Management sold 879 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $123K.
iShares Core S&P Total US Stock Market ETF made up 4.83% of Certus Wealth Management's portfolio in Q3 2025, its #7 holding.
Certus Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $10.7M in Q1 2024.
1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.