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

Family 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	$14.5M	Buy	101,495 +3,481	+4%	+$518K	1.73%	14
2025 Q4	$14.6M	Buy	98,014 +1,086	+1%	+$160K	1.84%	14
2025 Q3	$14.1M	Buy	96,928 +2,595	+3%	+$364K	1.94%	11
2025 Q2	$12.7M	Buy	94,333 +3,275	+4%	+$409K	1.91%	10
2025 Q1	$11.1M	Buy	91,058 +1,226	+1%	+$158K	1.82%	12
2024 Q4	$11.6M	Buy	89,832 +4,484	+5%	+$581K	1.86%	14
2024 Q3	$10.7M	Buy	85,348 +10,426	+14%	+$1.26M	1.77%	13
2024 Q2	$8.9M	Buy	74,922 +10,257	+16%	+$1.18M	1.56%	14
2024 Q1	$7.46M	Buy	64,665 +2,542	+4%	+$279K	1.37%	19
2023 Q4	$6.54M	Buy	62,123 +1,219	+2%	+$119K	1.36%	19
2023 Q3	$5.74M	Sell	60,904 -6,744	-10%	-$663K	1.3%	20
2023 Q2	$6.62M	Sell	67,648 -49,990	-42%	-$4.62M	1.45%	19
2023 Q1	$10.7M	Sell	117,638 -16,966	-13%	-$1.51M	2.45%	11
2022 Q4	$11.4M	Sell	134,604 -13,687	-9%	-$1.17M	2.78%	7
2022 Q3	$11.8M	Sell	148,291 -11,017	-7%	-$974K	3.03%	5
2022 Q2	$13.3M	Buy	159,308 +6,196	+4%	+$565K	3.59%	5
2022 Q1	$15.5M	Buy	153,112 +23,155	+18%	+$2.31M	4.28%	6
2021 Q4	$13.9M	Buy	129,957 +21,902	+20%	+$2.29M	3.61%	7
2021 Q3	$10.6M	Buy	108,055 +1,389	+1%	+$140K	2.93%	8
2021 Q2	$10.5M	Buy	106,666 +21,184	+25%	+$2.04M	2.79%	8
2021 Q1	$7.83M	Sell	85,482 -39,175	-31%	-$3.51M	2.46%	10
2020 Q4	$10.7M	Sell	124,657 -12,821	-9%	-$1.04M	3.68%	2
2020 Q3	$10.4M	Sell	137,478 -19,658	-13%	-$1.47M	4.55%	3
2020 Q2	$10.9M	Sell	157,136 -30,498	-16%	-$1.99M	4.44%	5
2020 Q1	$10.7M	Buy	187,634 +35,057	+23%	+$2.41M	5.36%	2
2019 Q4	$11.1M	Sell	152,577 -6,682	-4%	-$465K	3.83%	4
2019 Q3	$10.7M	Sell	159,259 -17,198	-10%	-$1.15M	3.98%	3
2019 Q2	$11.8M	Buy	176,457 +20,648	+13%	+$1.35M	4.61%	2
2019 Q1	$10M	Sell	155,809 -15,776	-9%	-$978K	4.33%	3
2018 Q4	$9.74M	Buy	+171,585	New	+$10.5M	4.08%	5

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

Family Management's ITOT Position: Q1 2026 in Review

Family Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q1 2026, buying an estimated $518K and bringing the position to 101,495 shares worth $14.5M. The position accounts for 1.73% of the portfolio, ranked #14.

Family Management first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.5M in Q1 2022. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Family Management held 101,495 shares of iShares Core S&P Total US Stock Market ETF worth $14.5M as of Q1 2026.
Family Management bought 3,481 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $518K.
iShares Core S&P Total US Stock Market ETF made up 1.73% of Family Management's portfolio in Q1 2026, its #14 holding.
Family 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.
Family Management's iShares Core S&P Total US Stock Market ETF position peaked at $15.5M in Q1 2022.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.