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

Dougherty Wealth Advisers’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 		– Sell
-66
Closed -$9.81K – 113
2025
Q4 		$9.81K Hold
66
– – 0.01% 101
2025
Q3 		$9.61K Hold
66
– – 0.01% 103
2025
Q2 		$8.91K Hold
66
– – 0.01% 104
2025
Q1 		$8.05K Hold
66
– – 0.01% 103
2024
Q4 		$8.49K Hold
66
– – 0.01% 104
2024
Q3 		$8.29K Hold
66
– – 0.01% 101
2024
Q2 		$7.84K Hold
66
– – 0.01% 103
2024
Q1 		$7.61K Hold
66
– – 0.01% 103
2023
Q4 		$6.95K Sell
66
-52
-44% -$5.1K 0.01% 120
2023
Q3 		$11.1K Hold
118
– – 0.01% 114
2023
Q2 		$11.5K Hold
118
– – 0.02% 114
2023
Q1 		$10.7K Sell
118
-7,025
-98% -$624K 0.02% 119
2022
Q4 		$606K Buy
7,143
+7,025
+5,953% +$600K 0.99% 13
2022
Q3 		$9K Hold
118
– – 0.02% 116
2022
Q2 		$10K Sell
118
-89,584
-100% -$8.16M 0.02% 114
2022
Q1 		$9.05M Buy
89,702
+2,933
+3% +$292K 13.66% 2
2021
Q4 		$9.28M Buy
86,769
+2,597
+3% +$271K 12.97% 2
2021
Q3 		$8.28M Sell
84,172
-329
-0.4% -$33.3K 12.32% 2
2021
Q2 		$8.35M Sell
84,501
-1,442
-2% -$139K 12.32% 2
2021
Q1 		$7.87M Sell
85,943
-346
-0.4% -$31K 11.87% 2
2020
Q4 		$7.44M Buy
86,289
+75,192
+678% +$6.09M 11.69% 2
2020
Q3 		$838K Sell
11,097
-90
-0.8% -$6.72K 2.89% 9
2020
Q2 		$777K Buy
11,187
+3,638
+48% +$238K 2.84% 9
2020
Q1 		$432K Buy
7,549
+1,104
+17% +$75.8K 1.72% 12
2019
Q4 		$468K Buy
6,445
+483
+8% +$33.6K 1.43% 14
2019
Q3 		$400K Sell
5,962
-203
-3% -$13.6K 1.32% 16
2019
Q2 		$411K Buy
6,165
+1,873
+44% +$123K 1.16% 20
2019
Q1 		$276K Buy
4,292
+222
+5% +$13.8K 0.94% 27
2018
Q4 		$251K Buy
+4,070
New +$250K 0.83% 30

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

Dougherty Wealth Advisers's ITOT Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 66 shares — an estimated $9.81K sold.

Dougherty Wealth Advisers first reported a position in ITOT in Q4 2018 and held it in 29 quarters. The position peaked at $9.28M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Dougherty Wealth Advisers reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 66 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.81K.
  • Dougherty Wealth Advisers first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 29 quarters.
  • Dougherty Wealth Advisers's iShares Core S&P Total US Stock Market ETF position peaked at $9.28M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.