Disciplined Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Disciplined Investments’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	$214K	Sell	1,501 -50	-3%	-$7.43K	0.08%	131
2025 Q4	$231K	Sell	1,551 -417	-21%	-$61.5K	0.09%	114
2025 Q3	$287K	Sell	1,968 -1,470	-43%	-$206K	0.11%	106
2025 Q2	$464K	Sell	3,438 -634	-16%	-$79.1K	0.2%	84
2025 Q1	$497K	Sell	4,072 -64	-2%	-$8.25K	0.23%	83
2024 Q4	$532K	Buy	+4,136	New	+$536K	0.26%	79
2023 Q3	–	Sell	-792	Closed	-$77.5K	–	813
2023 Q2	$77.5K	Buy	792 +205	+35%	+$19K	0.04%	171
2023 Q1	$53.2K	Hold	587	–	–	0.02%	214
2022 Q4	$49.8K	Hold	587	–	–	0.02%	203
2022 Q3	$47K	Hold	587	–	–	0.02%	227
2022 Q2	$49K	Buy	587 +77	+15%	+$7.01K	0.02%	219
2022 Q1	$51K	Sell	510 -135	-21%	-$13.5K	0.02%	220
2021 Q4	$69K	Sell	645 -16	-2%	-$1.67K	0.03%	183
2021 Q3	$65K	Hold	661	–	–	0.03%	178
2021 Q2	$65K	Sell	661 -10	-1%	-$962	0.03%	178
2021 Q1	$61K	Buy	671 +373	+125%	+$33.5K	0.04%	168
2020 Q4	$26K	Hold	298	–	–	0.02%	187
2020 Q3	$22K	Hold	298	–	–	0.02%	209
2020 Q2	$21K	Hold	298	–	–	0.02%	220
2020 Q1	$17K	Hold	298	–	–	0.02%	231
2019 Q4	$22K	Buy	+298	New	+$20.7K	0.02%	238

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

Disciplined Investments's ITOT Position: Q1 2026 in Review

Disciplined Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q1 2026, selling an estimated $7.43K and leaving 1,501 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #131.

Disciplined Investments first reported a position in ITOT in Q4 2019 and has held it in 21 quarters since. The position peaked at $532K in Q4 2024. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Disciplined Investments held 1,501 shares of iShares Core S&P Total US Stock Market ETF worth $214K as of Q1 2026.
Disciplined Investments sold 50 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.43K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Disciplined Investments's portfolio in Q1 2026, its #131 holding.
Disciplined Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
Disciplined Investments's iShares Core S&P Total US Stock Market ETF position peaked at $532K in Q4 2024.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.