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

Discipline Wealth Solutions’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	$3.09M	Sell	21,679 -267	-1%	-$39.7K	0.33%	50
2025 Q4	$3.26M	Sell	21,946 -285	-1%	-$42.1K	0.6%	39
2025 Q3	$3.24M	Buy	22,231 +17,699	+391%	+$2.48M	0.85%	24
2025 Q2	$612K	Buy	+4,532	New	+$566K	0.23%	52

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

Discipline Wealth Solutions's ITOT Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q1 2026, selling an estimated $39.7K and leaving 21,679 shares worth $3.09M. The position accounts for 0.33% of the portfolio, ranked #50.

Discipline Wealth Solutions first reported a position in ITOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.26M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Discipline Wealth Solutions held 21,679 shares of iShares Core S&P Total US Stock Market ETF worth $3.09M as of Q1 2026.
Discipline Wealth Solutions sold 267 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $39.7K.
iShares Core S&P Total US Stock Market ETF made up 0.33% of Discipline Wealth Solutions's portfolio in Q1 2026, its #50 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
Discipline Wealth Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $3.26M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.