Efficient Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Sell |
2,650
-145
| -5% | -$21.6K | 0.03% | 51 |
|
|
2025
Q4 | $416K | Buy |
2,795
+548
| +24% | +$80.9K | 0.02% | 50 |
|
|
2025
Q3 | $327K | Sell |
2,247
-358
| -14% | -$50.2K | 0.02% | 54 |
|
|
2025
Q2 | $352K | Sell |
2,605
-136
| -5% | -$17K | 0.02% | 89 |
|
|
2025
Q1 | $334K | Sell |
2,741
-317
| -10% | -$40.9K | 0.02% | 56 |
|
|
2024
Q4 | $393K | Sell |
3,058
-110
| -3% | -$14.2K | 0.03% | 59 |
|
|
2024
Q3 | $398K | Sell |
3,168
-320
| -9% | -$38.7K | 0.03% | 59 |
|
|
2024
Q2 | $414K | Sell |
3,488
-591
| -14% | -$67.8K | 0.03% | 58 |
|
|
2024
Q1 | $470K | Sell |
4,079
-1,003
| -20% | -$110K | 0.03% | 55 |
|
|
2023
Q4 | $535K | Sell |
5,082
-191
| -4% | -$18.7K | 0.04% | 53 |
|
|
2023
Q3 | $497K | Sell |
5,273
-485
| -8% | -$47.7K | 0.03% | 57 |
|
|
2023
Q2 | $563K | Buy |
5,758
+267
| +5% | +$24.7K | 0.04% | 57 |
|
|
2023
Q1 | $497K | Sell |
5,491
-45
| -0.8% | -$4K | 0.03% | 56 |
|
|
2022
Q4 | $469K | Buy |
5,536
+59
| +1% | +$5.04K | 0.05% | 52 |
|
|
2022
Q3 | $436K | Sell |
5,477
-495
| -8% | -$43.8K | 0.04% | 52 |
|
|
2022
Q2 | $500K | Sell |
5,972
-58
| -1% | -$5.28K | 0.04% | 46 |
|
|
2022
Q1 | $609K | Sell |
6,030
-244
| -4% | -$24.3K | 0.05% | 46 |
|
|
2021
Q4 | $671K | Sell |
6,274
-572
| -8% | -$59.8K | 0.05% | 47 |
|
|
2021
Q3 | $673K | Sell |
6,846
-493
| -7% | -$49.9K | 0.06% | 47 |
|
|
2021
Q2 | $725K | Sell |
7,339
-721
| -9% | -$69.3K | 0.09% | 47 |
|
|
2021
Q1 | $738K | Sell |
8,060
-1,414
| -15% | -$127K | 0.1% | 45 |
|
|
2020
Q4 | $817K | Sell |
9,474
-2,049
| -18% | -$166K | 0.12% | 49 |
|
|
2020
Q3 | $870K | Sell |
11,523
-1,571
| -12% | -$117K | 0.16% | 37 |
|
|
2020
Q2 | $909K | Sell |
13,094
-29
| -0.2% | -$1.9K | 0.17% | 36 |
|
|
2020
Q1 | $751K | Sell |
13,123
-1,166
| -8% | -$80K | 0.16% | 38 |
|
|
2019
Q4 | $1.04M | Sell |
14,289
-760
| -5% | -$52.9K | 0.18% | 35 |
|
|
2019
Q3 | $1.01M | Sell |
15,049
-6,727
| -31% | -$451K | 0.18% | 36 |
|
|
2019
Q2 | $1.45M | Sell |
21,776
-1,918
| -8% | -$126K | 0.25% | 28 |
|
|
2019
Q1 | $1.53M | Sell |
23,694
-1,866
| -7% | -$116K | 0.27% | 28 |
|
|
2018
Q4 | $1.45M | Sell |
25,560
-1,897
| -7% | -$117K | 0.27% | 28 |
|
|
2018
Q3 | $1.83M | Sell |
27,457
-1,246
| -4% | -$81.6K | 0.31% | 27 |
|
|
2018
Q2 | $1.79M | Sell |
28,703
-1,450
| -5% | -$90.1K | 0.31% | 27 |
|
|
2018
Q1 | $1.82M | Sell |
30,153
-3,805
| -11% | -$238K | 0.31% | 27 |
|
|
2017
Q4 | $2.08M | Sell |
33,958
-3,913
| -10% | -$233K | 0.35% | 26 |
|
|
2017
Q3 | $2.18M | Sell |
37,871
-3,077
| -8% | -$174K | 0.38% | 25 |
|
|
2017
Q2 | $2.27M | Sell |
40,948
-2,638
| -6% | -$145K | 0.33% | 30 |
|
|
2017
Q1 | $2.35M | Sell |
43,586
-1,779
| -4% | -$94.9K | 0.33% | 32 |
|
|
2016
Q4 | $2.33M | Sell |
45,365
-1,375
| -3% | -$68.8K | 0.33% | 32 |
|
|
2016
Q3 | $2.31M | Sell |
46,740
-1,976
| -4% | -$97.5K | 0.34% | 33 |
|
|
2016
Q2 | $2.32M | Sell |
48,716
-3,008
| -6% | -$142K | 0.37% | 35 |
|
|
2016
Q1 | $2.41M | Sell |
51,724
-5,656
| -10% | -$250K | 0.43% | 28 |
|
|
2015
Q4 | $2.66M | Sell |
57,380
-3,640
| -6% | -$171K | 0.58% | 19 |
|
|
2015
Q3 | $2.67M | Sell |
61,020
-2,344
| -4% | -$109K | 0.6% | 19 |
|
|
2015
Q2 | $2.99M | Sell |
63,364
-4,700
| -7% | -$226K | 0.62% | 15 |
|
|
2015
Q1 | $3.22M | Sell |
68,064
-5,390
| -7% | -$254K | 0.69% | 15 |
|
|
2014
Q4 | $3.45M | Sell |
73,454
-6,974
| -9% | -$320K | 0.79% | 15 |
|
|
2014
Q3 | $3.61M | Sell |
80,428
-5,126
| -6% | -$231K | 0.83% | 15 |
|
|
2014
Q2 | $3.83M | Sell |
85,554
-7,602
| -8% | -$331K | 0.87% | 15 |
|
|
2014
Q1 | $4M | Sell |
93,156
-7,104
| -7% | -$299K | 0.96% | 14 |
|
|
2013
Q4 | $4.24M | Sell |
100,260
-5,764
| -5% | -$234K | 1.03% | 15 |
|
|
2013
Q3 | $4.09M | Sell |
106,024
-10,662
| -9% | -$409K | 1.05% | 15 |
|
|
2013
Q2 | $4.27M | Buy |
+116,686
| New | +$4.29M | 1.19% | 15 |
|
Other funds holding ITOT
FPAS
Efficient Advisors's ITOT Position: Q1 2026 in Review
Efficient Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q1 2026, selling an estimated $21.6K and leaving 2,650 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #51.
Efficient Advisors first reported a position in ITOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.27M in Q2 2013. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Efficient Advisors held 2,650 shares of iShares Core S&P Total US Stock Market ETF worth $377K as of Q1 2026.
- Efficient Advisors sold 145 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $21.6K.
- iShares Core S&P Total US Stock Market ETF made up 0.03% of Efficient Advisors's portfolio in Q1 2026, its #51 holding.
- Efficient Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.27M in Q2 2013.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.