Donor Advised Charitable Giving’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Donor Advised Charitable Giving’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	$7.98M	Sell	56,012 -3,286	-6%	-$489K	0.2%	2
2025 Q4	$8.82M	Sell	59,298 -131	-0.2%	-$19.3K	0.2%	2
2025 Q3	$8.66M	Buy	59,429 +169	+0.3%	+$23.7K	0.17%	2
2025 Q2	$8M	Buy	59,260 +163	+0.3%	+$20.3K	0.16%	3
2025 Q1	$7.21M	Buy	59,097 +173	+0.3%	+$22.3K	0.21%	2
2024 Q4	$7.58M	Buy	58,924 +213	+0.4%	+$27.6K	0.17%	2
2024 Q3	$7.38M	Buy	58,711 +218	+0.4%	+$26.4K	0.18%	2
2024 Q2	$6.95M	Buy	58,493 +166	+0.3%	+$19.1K	0.16%	2
2024 Q1	$6.73M	Buy	58,327 +155	+0.3%	+$17K	0.21%	2
2023 Q4	$6.12M	Buy	+58,172	New	+$5.7M	0.33%	4

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

Donor Advised Charitable Giving's ITOT Position: Q1 2026 in Review

Donor Advised Charitable Giving reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.5% in Q1 2026, selling an estimated $489K and leaving 56,012 shares worth $7.98M. The position accounts for 0.2% of the portfolio, ranked #2.

Donor Advised Charitable Giving first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.82M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Donor Advised Charitable Giving held 56,012 shares of iShares Core S&P Total US Stock Market ETF worth $7.98M as of Q1 2026.
Donor Advised Charitable Giving sold 3,286 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $489K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #2 holding.
Donor Advised Charitable Giving first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Donor Advised Charitable Giving's iShares Core S&P Total US Stock Market ETF position peaked at $8.82M 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 Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.