Dunhill Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Dunhill Financial’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	$415K	Sell	2,911 -41	-1%	-$6.1K	0.1%	84
2025 Q4	$439K	Sell	2,952 -284	-9%	-$41.9K	0.11%	73
2025 Q3	$471K	Sell	3,236 -6,102	-65%	-$856K	0.12%	62
2025 Q2	$1.26M	Sell	9,338 -1,470	-14%	-$183K	0.37%	38
2025 Q1	$1.32M	Buy	10,808 +8,569	+383%	+$1.1M	0.6%	29
2024 Q4	$288K	Buy	2,239 +1,608	+255%	+$208K	0.13%	65
2024 Q3	$79.3K	Buy	631 +1	+0.2%	+$121	0.04%	134
2024 Q2	$74.8K	Buy	630 +2	+0.3%	+$230	0.05%	117
2024 Q1	$72.4K	Buy	628 +1	+0.2%	+$110	0.05%	90
2023 Q4	$66K	Buy	+627	New	+$61.4K	0.06%	81

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

Dunhill Financial's ITOT Position: Q1 2026 in Review

Dunhill Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q1 2026, selling an estimated $6.1K and leaving 2,911 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #84.

Dunhill Financial first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Dunhill Financial held 2,911 shares of iShares Core S&P Total US Stock Market ETF worth $415K as of Q1 2026.
Dunhill Financial sold 41 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $6.1K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Dunhill Financial's portfolio in Q1 2026, its #84 holding.
Dunhill Financial 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.
Dunhill Financial's iShares Core S&P Total US Stock Market ETF position peaked at $1.32M in Q1 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 Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.