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

Evanson Asset 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	$891K	Hold	6,256	–	–	0.05%	144
2025 Q4	$930K	Buy	6,256 +2,485	+66%	+$367K	0.05%	147
2025 Q3	$549K	Hold	3,771	–	–	0.03%	190
2025 Q2	$509K	Hold	3,771	–	–	0.03%	197
2025 Q1	$460K	Buy	3,771 +215	+6%	+$27.7K	0.03%	189
2024 Q4	$457K	Hold	3,556	–	–	0.03%	191
2024 Q3	$447K	Hold	3,556	–	–	0.03%	193
2024 Q2	$422K	Sell	3,556 -1	-0%	-$115	0.03%	190
2024 Q1	$410K	Hold	3,557	–	–	0.03%	206
2023 Q4	$374K	Buy	3,557 +12	+0.3%	+$1.18K	0.03%	210
2023 Q3	$334K	Sell	3,545 -255	-7%	-$25.1K	0.03%	204
2023 Q2	$372K	Buy	3,800 +256	+7%	+$23.7K	0.03%	197
2023 Q1	$321K	Sell	3,544 -113	-3%	-$10K	0.03%	209
2022 Q4	$310K	Hold	3,657	–	–	0.03%	204
2022 Q3	$291K	Hold	3,657	–	–	0.03%	209
2022 Q2	$306K	Buy	+3,657	New	+$333K	0.03%	207
2019 Q2	–	Sell	-4,000	Closed	-$258K	–	244
2019 Q1	$258K	Buy	+4,000	New	+$248K	0.05%	201
2016 Q3	–	Sell	-8,640	Closed	-$411K	–	203
2016 Q2	$411K	Buy	+8,640	New	+$408K	0.12%	122

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

Evanson Asset Management's ITOT Position: Q1 2026 in Review

Evanson Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 6,256 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #144.

Evanson Asset Management first reported a position in ITOT in Q2 2016 and has held it in 18 quarters since. The position peaked at $930K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Evanson Asset Management held 6,256 shares of iShares Core S&P Total US Stock Market ETF worth $891K as of Q1 2026.
Evanson Asset Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Evanson Asset Management's portfolio in Q1 2026, its #144 holding.
Evanson Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and has held it in 18 quarters since.
Evanson Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $930K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.