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

Fairfield Financial 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
2025 Q1	–	Sell	-162	Closed	-$20.8K	–	126
2024 Q4	$20.8K	Sell	162 -100	-38%	-$12.9K	0.01%	170
2024 Q3	$32.9K	Hold	262	–	–	0.01%	162
2024 Q2	$31.1K	Buy	+262	New	+$30.1K	0.01%	153
2023 Q4	$27.6K	Hold	262	–	–	0.01%	182
2023 Q3	$24.7K	Hold	262	–	–	0.01%	172
2023 Q2	$25.6K	Hold	262	–	–	0.01%	177
2023 Q1	$23.4K	Hold	262	–	–	0.01%	185
2022 Q4	$22.2K	Hold	262	–	–	0.01%	166
2022 Q3	$20.8K	Buy	+262	New	+$23.2K	0.01%	167

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Fairfield Financial Advisors's ITOT Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 162 shares — an estimated $20.8K sold.

Fairfield Financial Advisors first reported a position in ITOT in Q3 2022 and held it in 9 quarters. The position peaked at $32.9K in Q3 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Fairfield Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 162 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $20.8K.
Fairfield Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 9 quarters.
Fairfield Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $32.9K in Q3 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 Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.