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

Creekmur Asset 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 		$90.7K Sell
623
-234
-27% -$32.8K 0.02% 276
2025
Q2 		$116K Hold
857
– – 0.02% 264
2025
Q1 		$105K Sell
857
-1,411
-62% -$182K 0.02% 245
2024
Q4 		$292K Sell
2,268
-929
-29% -$120K 0.07% 106
2024
Q3 		$402K Buy
3,197
+623
+24% +$75.4K 0.09% 81
2024
Q2 		$306K Buy
+2,574
New +$295K 0.08% 95

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Creekmur Asset Management's ITOT Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 27% in Q3 2025, selling an estimated $32.8K and leaving 623 shares worth $90.7K. The position accounts for 0.02% of the portfolio, ranked #276.

Creekmur Asset Management first reported a position in ITOT in Q2 2024 and has held it in 6 quarters since. The position peaked at $402K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Creekmur Asset Management held 623 shares of iShares Core S&P Total US Stock Market ETF worth $90.7K as of Q3 2025.
  • Creekmur Asset Management sold 234 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $32.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #276 holding.
  • Creekmur Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
  • Creekmur Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $402K in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.