Culbertson A N & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Culbertson A N & Co’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	$526K	Hold	3,695	–	–	0.07%	112
2025 Q4	$549K	Hold	3,695	–	–	0.08%	108
2025 Q3	$538K	Hold	3,695	–	–	0.08%	110
2025 Q2	$499K	Hold	3,695	–	–	0.08%	108
2025 Q1	$451K	Hold	3,695	–	–	0.07%	111
2024 Q4	$475K	Hold	3,695	–	–	0.08%	110
2024 Q3	$464K	Hold	3,695	–	–	0.07%	108
2024 Q2	$439K	Hold	3,695	–	–	0.08%	108
2024 Q1	$426K	Hold	3,695	–	–	0.07%	107
2023 Q4	$389K	Hold	3,695	–	–	0.07%	106
2023 Q3	$348K	Hold	3,695	–	–	0.07%	107
2023 Q2	$362K	Hold	3,695	–	–	0.07%	107
2023 Q1	$335K	Hold	3,695	–	–	0.07%	108
2022 Q4	$313K	Hold	3,695	–	–	0.07%	109
2022 Q3	$293K	Hold	3,695	–	–	0.07%	107
2022 Q2	$309K	Hold	3,695	–	–	0.07%	106
2022 Q1	$372K	Hold	3,695	–	–	0.07%	106
2021 Q4	$395K	Sell	3,695 -1,110	-23%	-$116K	0.07%	105
2021 Q3	$472K	Sell	4,805 -20	-0.4%	-$2.02K	0.1%	100
2021 Q2	$477K	Sell	4,825 -40	-0.8%	-$3.85K	0.1%	100
2021 Q1	$446K	Hold	4,865	–	–	0.1%	97
2020 Q4	$419K	Hold	4,865	–	–	0.1%	98
2020 Q3	$367K	Hold	4,865	–	–	0.1%	97
2020 Q2	$338K	Hold	4,865	–	–	0.09%	97
2020 Q1	$278K	Buy	4,865 +1,060	+28%	+$72.7K	0.09%	98
2019 Q4	$277K	Hold	3,805	–	–	0.07%	99
2019 Q3	$255K	Hold	3,805	–	–	0.07%	102
2019 Q2	$254K	Hold	3,805	–	–	0.07%	104
2019 Q1	$245K	Hold	3,805	–	–	0.07%	104
2018 Q4	$216K	Buy	+3,805	New	+$234K	0.07%	105

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

Culbertson A N & Co's ITOT Position: Q1 2026 in Review

Culbertson A N & Co held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 3,695 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #112.

Culbertson A N & Co first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $549K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Culbertson A N & Co held 3,695 shares of iShares Core S&P Total US Stock Market ETF worth $526K as of Q1 2026.
Culbertson A N & Co left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Culbertson A N & Co's portfolio in Q1 2026, its #112 holding.
Culbertson A N & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Culbertson A N & Co's iShares Core S&P Total US Stock Market ETF position peaked at $549K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.