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

Eldridge Investment 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
2026
Q1 		$46.7M Sell
328,100
-4,534
-1% -$674K 10.24% 1
2025
Q4 		$49.5M Buy
332,634
+2,339
+0.7% +$345K 10.89% 1
2025
Q3 		$48.1M Sell
330,295
-1,910
-0.6% -$268K 10.95% 1
2025
Q2 		$44.9M Buy
332,205
+5,609
+2% +$700K 9.38% 1
2025
Q1 		$39.8M Sell
326,596
-5,948
-2% -$767K 9.17% 1
2024
Q4 		$42.8M Buy
332,544
+39,945
+14% +$5.17M 9.95% 1
2024
Q3 		$36.8M Buy
292,599
+8,391
+3% +$1.02M 8.63% 1
2024
Q2 		$33.8M Sell
284,208
-279
-0.1% -$32K 8.5% 2
2024
Q1 		$32.8M Sell
284,487
-7,557
-3% -$829K 8.42% 2
2023
Q4 		$30.7M Buy
292,044
+11,280
+4% +$1.11M 8.05% 2
2023
Q3 		$26.4M Buy
280,764
+19,210
+7% +$1.89M 8.78% 2
2023
Q2 		$25.6M Buy
261,554
+11,613
+5% +$1.07M 8.37% 2
2023
Q1 		$22.6M Sell
249,941
-5,259
-2% -$467K 7.84% 2
2022
Q4 		$21.6M Sell
255,200
-3,406
-1% -$291K 7.57% 2
2022
Q3 		$20.6M Sell
258,606
-15,994
-6% -$1.41M 7.97% 2
2022
Q2 		$23M Sell
274,600
-16,233
-6% -$1.48M 8.66% 2
2022
Q1 		$29.4M Buy
290,833
+15,897
+6% +$1.59M 9.93% 2
2021
Q4 		$29.4M Buy
274,936
+4,012
+1% +$419K 9.71% 2
2021
Q3 		$26.7M Sell
270,924
-5,337
-2% -$540K 9.49% 2
2021
Q2 		$27.3M Buy
276,261
+1,544
+0.6% +$148K 9.88% 2
2021
Q1 		$25.2M Buy
274,717
+5,501
+2% +$493K 9.71% 2
2020
Q4 		$23.2M Buy
269,216
+8,570
+3% +$694K 9.69% 2
2020
Q3 		$19.7M Sell
260,646
-15,031
-5% -$1.12M 9.26% 2
2020
Q2 		$19.1M Sell
275,677
-6,015
-2% -$393K 9.53% 2
2020
Q1 		$16.1M Buy
281,692
+53,790
+24% +$3.69M 9.16% 2
2019
Q4 		$16.6M Buy
227,902
+18,602
+9% +$1.29M 8.11% 2
2019
Q3 		$14M Sell
209,300
-8,983
-4% -$602K 7.25% 3
2019
Q2 		$14.5M Buy
218,283
+4,043
+2% +$265K 7.75% 2
2019
Q1 		$13.8M Buy
214,240
+55,477
+35% +$3.44M 7.43% 2
2018
Q4 		$9.01M Buy
158,763
+3,029
+2% +$186K 5.57% 3
2018
Q3 		$10.4M Buy
155,734
+15,447
+11% +$1.01M 6.64% 4
2018
Q2 		$8.77M Buy
140,287
+13,243
+10% +$823K 6.21% 5
2018
Q1 		$7.68M Buy
127,044
+10,904
+9% +$681K 5.75% 5
2017
Q4 		$7.13M Buy
+116,140
New +$6.92M 5.5% 5

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

Eldridge Investment Advisors's ITOT Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q1 2026, selling an estimated $674K and leaving 328,100 shares worth $46.7M. The position accounts for 10.24% of the portfolio, ranked #1.

Eldridge Investment Advisors first reported a position in ITOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $49.5M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Eldridge Investment Advisors held 328,100 shares of iShares Core S&P Total US Stock Market ETF worth $46.7M as of Q1 2026.
  • Eldridge Investment Advisors sold 4,534 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $674K.
  • iShares Core S&P Total US Stock Market ETF made up 10.24% of Eldridge Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Eldridge Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $49.5M in Q4 2025.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.