Elm Partners Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Elm Partners Management’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	$59.7M	Buy	431,442 +27,174	+7%	+$4.04M	2.59%	12
2025 Q4	$60.1M	Sell	404,268 -6,113	-1%	-$902K	2.73%	12
2025 Q3	$59.8M	Buy	410,381 +28,357	+7%	+$3.98M	2.99%	10
2025 Q2	$51.6M	Sell	382,024 -208,762	-35%	-$26.1M	3%	10
2025 Q1	$72.1M	Sell	590,786 -567,026	-49%	-$73.1M	4.64%	8
2024 Q4	$149M	Sell	1,157,812 -41,803	-3%	-$5.41M	10.17%	3
2024 Q3	$151M	Buy	1,199,615 +148,134	+14%	+$17.9M	10.77%	3
2024 Q2	$125M	Sell	1,051,481 -27,566	-3%	-$3.16M	9.59%	2
2024 Q1	$124M	Buy	1,079,047 +50,102	+5%	+$5.49M	9.84%	2
2023 Q4	$108M	Buy	1,028,945 +101,073	+11%	+$9.91M	9.84%	2
2023 Q3	$87.4M	Sell	927,872 -107,027	-10%	-$10.5M	9.04%	4
2023 Q2	$101M	Buy	1,034,899 +398,156	+63%	+$36.8M	10.2%	4
2023 Q1	$57.7M	Buy	636,743 +148,174	+30%	+$13.2M	6.06%	6
2022 Q4	$41.4M	Sell	488,569 -114,065	-19%	-$9.74M	4.79%	7
2022 Q3	$47.9M	Sell	602,634 -24,881	-4%	-$2.2M	6.47%	6
2022 Q2	$52.6M	Sell	627,515 -155,850	-20%	-$14.2M	6.85%	6
2022 Q1	$79.1M	Buy	783,365 +124,863	+19%	+$12.4M	9.99%	3
2021 Q4	$70.4M	Sell	658,502 -3,531	-0.5%	-$369K	8.68%	3
2021 Q3	$65.1M	Sell	662,033 -2,428	-0.4%	-$246K	8.69%	4
2021 Q2	$65.6M	Buy	664,461 +11,340	+2%	+$1.09M	8.64%	5
2021 Q1	$59.8M	Buy	653,121 +1,617	+0.2%	+$145K	8.51%	5
2020 Q4	$56.2M	Sell	651,504 -15,176	-2%	-$1.23M	8.4%	5
2020 Q3	$50.3M	Sell	666,680 -22,442	-3%	-$1.67M	8.47%	5
2020 Q2	$47.9M	Sell	689,122 -7,122	-1%	-$466K	8.54%	3
2020 Q1	$39.8M	Buy	696,244 +628,809	+932%	+$43.1M	8.76%	2
2019 Q4	$4.52M	Sell	67,435 -714	-1%	-$49.7K	0.99%	24
2019 Q3	$4.57M	Buy	68,149 +302	+0.4%	+$20.2K	1.04%	25
2019 Q2	$4.52M	Buy	67,847 +732	+1%	+$48K	1.01%	27
2019 Q1	$4.32M	Sell	67,115 -1,236	-2%	-$76.7K	1.16%	26
2018 Q4	$3.84M	Buy	+68,351	New	+$4.2M	1.33%	16

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

Elm Partners Management's ITOT Position: Q1 2026 in Review

Elm Partners Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.7% in Q1 2026, buying an estimated $4.04M and bringing the position to 431,442 shares worth $59.7M. The position accounts for 2.59% of the portfolio, ranked #12.

Elm Partners Management first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $151M in Q3 2024. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Elm Partners Management held 431,442 shares of iShares Core S&P Total US Stock Market ETF worth $59.7M as of Q1 2026.
Elm Partners Management bought 27,174 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.04M.
iShares Core S&P Total US Stock Market ETF made up 2.59% of Elm Partners Management's portfolio in Q1 2026, its #12 holding.
Elm Partners Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Elm Partners Management's iShares Core S&P Total US Stock Market ETF position peaked at $151M in Q3 2024.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.