Continuum Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Continuum Advisory’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	$330K	Sell	2,318 -89	-4%	-$13.2K	0.03%	350
2025 Q4	$358K	Buy	2,407 +33	+1%	+$4.87K	0.04%	336
2025 Q3	$346K	Sell	2,374 -102	-4%	-$14.3K	0.04%	336
2025 Q2	$334K	Sell	2,476 -934	-27%	-$117K	0.04%	321
2025 Q1	$416K	Buy	3,410 +578	+20%	+$74.5K	0.05%	265
2024 Q4	$364K	Sell	2,832 -1,710	-38%	-$221K	0.05%	298
2024 Q3	$593K	Buy	4,542 +1,844	+68%	+$223K	0.08%	225
2024 Q2	$320K	Buy	2,698 +3	+0.1%	+$344	0.05%	293
2024 Q1	$308K	Buy	2,695 +328	+14%	+$36K	0.05%	301
2023 Q4	$249K	Sell	2,367 -3	-0.1%	-$294	0.04%	403
2023 Q3	$223K	Sell	2,370 -641	-21%	-$63K	0.04%	409
2023 Q2	$295K	Sell	3,011 -251	-8%	-$23.2K	0.05%	368
2023 Q1	$295K	Buy	3,262 +152	+5%	+$13.5K	0.05%	355
2022 Q4	$264K	Sell	3,110 -3,650	-54%	-$312K	0.05%	362
2022 Q3	$538K	Sell	6,760 -21,465	-76%	-$1.9M	0.09%	224
2022 Q2	$2.37M	Buy	28,225 +25,894	+1,111%	+$2.36M	0.43%	50
2022 Q1	$214K	Sell	2,331 -505	-18%	-$50.4K	0.04%	355
2021 Q4	$303K	Buy	+2,836	New	+$296K	0.07%	243
2020 Q1	–	Sell	-2,928	Closed	-$213K	–	149
2019 Q4	$213K	Buy	+2,928	New	+$204K	0.12%	127
2018 Q3	–	Sell	-5,847	Closed	-$366K	–	160
2018 Q2	$366K	Sell	5,847 -1,035	-15%	-$64.3K	0.27%	92
2018 Q1	$416K	Buy	6,882 +138	+2%	+$8.62K	0.35%	72
2017 Q4	$412K	Hold	6,744	–	–	0.32%	88
2017 Q3	$389K	Buy	6,744 +625	+10%	+$35.3K	0.34%	89
2017 Q2	$339K	Buy	6,119 +488	+9%	+$26.8K	0.34%	95
2017 Q1	$304K	Buy	+5,631	New	+$300K	0.36%	78

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

Continuum Advisory's ITOT Position: Q1 2026 in Review

Continuum Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q1 2026, selling an estimated $13.2K and leaving 2,318 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #350.

Continuum Advisory first reported a position in ITOT in Q1 2017 and has held it in 25 quarters since. The position peaked at $2.37M in Q2 2022. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Continuum Advisory held 2,318 shares of iShares Core S&P Total US Stock Market ETF worth $330K as of Q1 2026.
Continuum Advisory sold 89 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $13.2K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #350 holding.
Continuum Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 25 quarters since.
Continuum Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $2.37M in Q2 2022.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.