DPI
ITOT icon

Diversified Portfolios Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Diversified Portfolios Inc’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 		$7.37M Buy
51,769
+7,144
+16% +$1.06M 0.61% 33
2025
Q4 		$6.64M Buy
44,625
+541
+1% +$79.8K 0.55% 36
2025
Q3 		$6.42M Sell
44,084
-242
-0.5% -$33.9K 0.57% 36
2025
Q2 		$5.99M Buy
44,326
+1,929
+5% +$241K 0.57% 35
2025
Q1 		$5.17M Buy
42,397
+10,024
+31% +$1.29M 0.54% 38
2024
Q4 		$4.16M Buy
32,373
+4,424
+16% +$573K 0.45% 44
2024
Q3 		$3.51M Buy
27,949
+2,820
+11% +$341K 0.39% 46
2024
Q2 		$2.98M Buy
25,129
+895
+4% +$103K 0.39% 46
2024
Q1 		$2.79M Buy
24,234
+978
+4% +$107K 0.39% 45
2023
Q4 		$2.45M Buy
23,256
+15,299
+192% +$1.5M 0.39% 42
2023
Q3 		$749K Buy
7,957
+1,103
+16% +$108K 0.14% 71
2023
Q2 		$671K Buy
6,854
+145
+2% +$13.4K 0.13% 75
2023
Q1 		$607K Buy
6,709
+695
+12% +$61.7K 0.14% 77
2022
Q4 		$510K Sell
6,014
-1,828
-23% -$156K 0.12% 87
2022
Q3 		$624K Buy
7,842
+273
+4% +$24.1K 0.17% 68
2022
Q2 		$634K Sell
7,569
-41,784
-85% -$3.81M 0.18% 64
2022
Q1 		$4.98M Buy
49,353
+45,922
+1,338% +$4.58M 1.19% 18
2021
Q4 		$367K Buy
+3,431
New +$359K 0.09% 103

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Diversified Portfolios Inc's ITOT Position: Q1 2026 in Review

Diversified Portfolios Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q1 2026, buying an estimated $1.06M and bringing the position to 51,769 shares worth $7.37M. The position accounts for 0.61% of the portfolio, ranked #33.

Diversified Portfolios Inc first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Diversified Portfolios Inc held 51,769 shares of iShares Core S&P Total US Stock Market ETF worth $7.37M as of Q1 2026.
  • Diversified Portfolios Inc bought 7,144 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.06M.
  • iShares Core S&P Total US Stock Market ETF made up 0.61% of Diversified Portfolios Inc's portfolio in Q1 2026, its #33 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.