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

Darwin 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
2026 Q1	$12.9K	Hold	90	–	–	﹤0.01%	341
2025 Q4	$13.5K	Hold	90	–	–	﹤0.01%	346
2025 Q3	$13.2K	Hold	90	–	–	﹤0.01%	344
2025 Q2	$12.2K	Sell	90 -64	-42%	-$7.99K	﹤0.01%	337
2025 Q1	$19.9K	Hold	154	–	–	0.01%	305
2024 Q4	$19.9K	Hold	154	–	–	0.01%	305
2024 Q3	$19.3K	Buy	+154	New	+$18.6K	0.01%	314
2020 Q4	–	Sell	-3,387	Closed	-$255K	–	168
2020 Q3	$255K	Sell	3,387 -3,872	-53%	-$289K	0.06%	135
2020 Q2	$504K	Sell	7,259 -1,567	-18%	-$102K	0.13%	101
2020 Q1	$504K	Sell	8,826 -1,176	-12%	-$80.7K	0.16%	82
2019 Q4	$727K	Sell	10,002 -1,108	-10%	-$77.1K	0.19%	95
2019 Q3	$745K	Sell	11,110 -315	-3%	-$21.1K	0.22%	88
2019 Q2	$761K	Sell	11,425 -78	-0.7%	-$5.11K	0.24%	87
2019 Q1	$741K	Sell	11,503 -545	-5%	-$33.8K	0.24%	81
2018 Q4	$684K	Sell	12,048 -1,104	-8%	-$67.8K	0.48%	46
2018 Q3	$891K	Buy	13,152 +1,721	+15%	+$113K	0.5%	43
2018 Q2	$717K	Buy	11,431 +2,349	+26%	+$146K	0.47%	47
2018 Q1	$548K	Buy	9,082 +3,591	+65%	+$224K	0.4%	53
2017 Q4	$332K	Buy	+5,491	New	+$327K	0.14%	120

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

Darwin Wealth Management's ITOT Position: Q1 2026 in Review

Darwin Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 90 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Darwin Wealth Management first reported a position in ITOT in Q4 2017 and has held it in 19 quarters since. The position peaked at $891K in Q3 2018. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Darwin Wealth Management held 90 shares of iShares Core S&P Total US Stock Market ETF worth $12.9K as of Q1 2026.
Darwin Wealth Management 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 ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #341 holding.
Darwin Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 19 quarters since.
Darwin Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $891K in Q3 2018.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.