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

Delta Financial 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
2025
Q1 		– Sell
-1,644
Closed -$211K – 264
2024
Q4 		$211K Buy
+1,644
New +$213K 0.05% 235

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Wealthfront Advisers
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Morgan Stanley
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AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Delta Financial Group's ITOT Position: Q1 2025 in Review

Delta Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 1,644 shares — an estimated $211K sold.

Delta Financial Group first reported a position in ITOT in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Delta Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Delta Financial Group sold 1,644 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $211K.
  • Delta Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Delta Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $211K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.