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

Delap Wealth Advisory’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	$30.8M	Buy	216,296 +5,991	+3%	+$891K	11.59%	1
2025 Q4	$31.3M	Buy	210,305 +7,610	+4%	+$1.12M	12.07%	1
2025 Q3	$29.6M	Buy	202,695 +9,795	+5%	+$1.37M	12.47%	1
2025 Q2	$26M	Buy	192,900 +23,862	+14%	+$2.98M	12.51%	1
2025 Q1	$20.6M	Sell	169,038 -9,861	-6%	-$1.27M	11.5%	1
2024 Q4	$23M	Sell	178,899 -164	-0.1%	-$21.2K	13.75%	1
2024 Q3	$22.5M	Buy	179,063 +24,779	+16%	+$3M	14.22%	1
2024 Q2	$18.3M	Buy	154,284 +1,552	+1%	+$178K	8.43%	3
2024 Q1	$17.6M	Sell	152,732 -84,917	-36%	-$9.31M	7.12%	1
2023 Q4	$25M	Buy	237,649 +120,416	+103%	+$11.8M	11.32%	1
2023 Q3	$11M	Sell	117,233 -1,367	-1%	-$134K	10.67%	2
2023 Q2	$11.6M	Buy	118,600 +36,695	+45%	+$3.39M	11.38%	3
2023 Q1	$7.42M	Buy	81,905 +5,774	+8%	+$513K	7.6%	3
2022 Q4	$6.46M	Buy	+76,131	New	+$6.5M	6.75%	3

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

Delap Wealth Advisory's ITOT Position: Q1 2026 in Review

Delap Wealth Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q1 2026, buying an estimated $891K and bringing the position to 216,296 shares worth $30.8M. The position accounts for 11.59% of the portfolio, ranked #1.

Delap Wealth Advisory first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.3M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Delap Wealth Advisory held 216,296 shares of iShares Core S&P Total US Stock Market ETF worth $30.8M as of Q1 2026.
Delap Wealth Advisory bought 5,991 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $891K.
iShares Core S&P Total US Stock Market ETF made up 11.59% of Delap Wealth Advisory's portfolio in Q1 2026, its #1 holding.
Delap Wealth Advisory 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.
Delap Wealth Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $31.3M in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.