EFG
ITOT icon

Elm3 Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Elm3 Financial Group’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
Q1 		– Sell
-1,646
Closed -$212K – 104
2024
Q4 		$212K Buy
+1,646
New +$213K 0.18% 82

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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

Elm3 Financial Group's ITOT Position: Q1 2025 in Review

Elm3 Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 1,646 shares — an estimated $212K sold.

Elm3 Financial Group first reported a position in ITOT in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Elm3 Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 1,646 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $212K.
  • Elm3 Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Elm3 Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $212K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Elm3 Financial Group's 13F filing for Q1 2025, filed 6 May 2025.