Detalus Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Detalus Advisors’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	$1.83M	Buy	12,851 +4,197	+48%	+$624K	0.42%	42
2025 Q4	$1.29M	Buy	8,654 +247	+3%	+$36.5K	0.31%	48
2025 Q3	$1.22M	Sell	8,407 -273	-3%	-$38.3K	0.32%	49
2025 Q2	$1.17M	Sell	8,680 -881	-9%	-$110K	0.34%	46
2025 Q1	$1.17M	Buy	9,561 +3,729	+64%	+$481K	0.37%	45
2024 Q4	$750K	Buy	5,832 +383	+7%	+$49.6K	0.25%	54
2024 Q3	$685K	Buy	+5,449	New	+$660K	0.23%	60

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

Detalus Advisors's ITOT Position: Q1 2026 in Review

Detalus Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 48% in Q1 2026, buying an estimated $624K and bringing the position to 12,851 shares worth $1.83M. The position accounts for 0.42% of the portfolio, ranked #42.

Detalus Advisors first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Detalus Advisors held 12,851 shares of iShares Core S&P Total US Stock Market ETF worth $1.83M as of Q1 2026.
Detalus Advisors bought 4,197 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $624K.
iShares Core S&P Total US Stock Market ETF made up 0.42% of Detalus Advisors's portfolio in Q1 2026, its #42 holding.
Detalus Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.