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

Darden Wealth Group’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	$388K	Sell	2,722 -50	-2%	-$7.43K	0.2%	95
2025 Q4	$412K	Sell	2,772 -87	-3%	-$12.8K	0.2%	94
2025 Q3	$416K	Hold	2,859	–	–	0.22%	90
2025 Q2	$386K	Hold	2,859	–	–	0.23%	87
2025 Q1	$349K	Sell	2,859 -70	-2%	-$9.02K	0.27%	71
2024 Q4	$377K	Buy	2,929 +210	+8%	+$27.2K	0.25%	74
2024 Q3	$342K	Buy	2,719 +30	+1%	+$3.63K	0.25%	76
2024 Q2	$319K	Sell	2,689 -28	-1%	-$3.21K	0.19%	78
2024 Q1	$313K	Sell	2,717 -35	-1%	-$3.84K	0.25%	80
2023 Q4	$290K	Buy	+2,752	New	+$270K	0.28%	77

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

Darden Wealth Group's ITOT Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q1 2026, selling an estimated $7.43K and leaving 2,722 shares worth $388K. The position accounts for 0.2% of the portfolio, ranked #95.

Darden Wealth Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Darden Wealth Group held 2,722 shares of iShares Core S&P Total US Stock Market ETF worth $388K as of Q1 2026.
Darden Wealth Group sold 50 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.43K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of Darden Wealth Group's portfolio in Q1 2026, its #95 holding.
Darden Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $416K in Q3 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 Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.