DecisionPoint Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DecisionPoint Financial’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	$4.7K	Hold	33	–	–	﹤0.01%	224
2025 Q4	$4.91K	Sell	33 -106	-76%	-$15.6K	﹤0.01%	249
2025 Q3	$20.3K	Hold	139	–	–	﹤0.01%	112
2025 Q2	$18.8K	Sell	139 -269	-66%	-$33.6K	﹤0.01%	124
2025 Q1	$49.8K	Hold	408	–	–	0.01%	85
2024 Q4	$52.5K	Hold	408	–	–	0.02%	76
2024 Q3	$51.3K	Hold	408	–	–	0.02%	82
2024 Q2	$49.4K	Hold	408	–	–	0.02%	78
2024 Q1	$45.6K	Buy	408 +79	+24%	+$8.66K	0.02%	86
2023 Q4	$34.6K	Hold	329	–	–	0.01%	85
2023 Q3	$31K	Hold	329	–	–	0.02%	83
2023 Q2	$32.2K	Hold	329	–	–	0.02%	83
2023 Q1	$29.8K	Hold	329	–	–	0.02%	79
2022 Q4	$27.9K	Buy	+329	New	+$28.1K	0.02%	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

DecisionPoint Financial's ITOT Position: Q1 2026 in Review

DecisionPoint Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 33 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

DecisionPoint Financial first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.5K in Q4 2024. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

DecisionPoint Financial held 33 shares of iShares Core S&P Total US Stock Market ETF worth $4.7K as of Q1 2026.
DecisionPoint Financial 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 DecisionPoint Financial's portfolio in Q1 2026, its #224 holding.
DecisionPoint Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's iShares Core S&P Total US Stock Market ETF position peaked at $52.5K in Q4 2024.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.