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

Edge Financial Advisors’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
2025
Q4 		$9.45M Sell
63,572
-122,109
-66% -$18M 3.98% 6
2025
Q3 		$27M Buy
185,681
+263
+0.1% +$36.9K 12.12% 1
2025
Q2 		$25M Sell
185,418
-6,544
-3% -$817K 13.19% 1
2025
Q1 		$23.4M Buy
+191,962
New +$24.7M 14.78% 1
2024
Q3 		– Sell
-3,378
Closed -$401K – 96
2024
Q2 		$401K Buy
+3,378
New +$388K 0.42% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Edge Financial Advisors's ITOT Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 66% in Q4 2025, selling an estimated $18M and leaving 63,572 shares worth $9.45M. The position accounts for 3.98% of the portfolio, ranked #6.

Edge Financial Advisors first reported a position in ITOT in Q2 2024 and has held it in 5 quarters since. The position peaked at $27M in Q3 2025. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Edge Financial Advisors held 63,572 shares of iShares Core S&P Total US Stock Market ETF worth $9.45M as of Q4 2025.
  • Edge Financial Advisors sold 122,109 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $18M.
  • iShares Core S&P Total US Stock Market ETF made up 3.98% of Edge Financial Advisors's portfolio in Q4 2025, its #6 holding.
  • Edge Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $27M in Q3 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.