Elevation Capital Advisory’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
2025
Q4
Sell
-18,614
Closed -$2.71M 71
2025
Q3
$2.71M Buy
18,614
+4,301
+30% +$603K 1.08% 30
2025
Q2
$1.93M Buy
+14,313
New +$1.79M 0.77% 31
2024
Q4
Sell
-2,935
Closed -$369K 64
2024
Q3
$369K Buy
+2,935
New +$355K 0.16% 44
2021
Q2
$283K Buy
+2,876
New +$277K 0.16% 20

Other funds holding ITOT

Elevation Capital Advisory's ITOT Position: Q4 2025 in Review

Elevation Capital Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 18,614 shares — an estimated $2.71M sold.

Elevation Capital Advisory first reported a position in ITOT in Q2 2021 and held it in 4 quarters. The position peaked at $2.71M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Elevation Capital Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 18,614 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $2.71M.
  • Elevation Capital Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 4 quarters.
  • Elevation Capital Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $2.71M in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.