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

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,784
Closed -$241K – 326
2025
Q2 		$241K Sell
1,784
-12,559
-88% -$1.57M 0.02% 549
2025
Q1 		$1.75M Sell
14,343
-876
-6% -$113K 0.12% 186
2024
Q4 		$1.96M Sell
15,219
-64
-0.4% -$8.29K 0.11% 184
2024
Q3 		$2.58M Buy
15,283
+1,519
+11% +$184K 0.15% 151
2024
Q2 		$1.63M Sell
13,764
-2,627
-16% -$302K 0.1% 198
2024
Q1 		$886K Buy
16,391
+12,311
+302% +$1.35M 0.05% 330
2023
Q4 		$419K Sell
4,080
-2,425
-37% -$238K 0.03% 467
2023
Q3 		$571K Buy
6,505
+784
+14% +$77K 0.04% 383
2023
Q2 		$560K Sell
5,721
-7,354
-56% -$680K 0.04% 376
2023
Q1 		$1.18M Buy
13,075
+257
+2% +$22.8K 0.09% 256
2022
Q4 		$1.09M Sell
12,818
-211
-2% -$18K 0.08% 265
2022
Q3 		$1.04M Sell
13,029
-3,593
-22% -$318K 0.09% 248
2022
Q2 		$1.39M Sell
16,622
-4,869
-23% -$444K 0.11% 210
2022
Q1 		$2.17M Buy
21,491
+13,090
+156% +$1.31M 0.14% 177
2021
Q4 		$830K Sell
8,401
-14,256
-63% -$1.49M 0.05% 365
2021
Q3 		$2.23M Buy
22,657
+1,904
+9% +$193K 0.15% 163
2021
Q2 		$2.05M Buy
20,753
+13,014
+168% +$1.25M 0.14% 179
2021
Q1 		$705K Sell
7,739
-7,097
-48% -$637K 0.05% 400
2020
Q4 		$1.3M Sell
14,836
-10,105
-41% -$818K 0.09% 253
2020
Q3 		$1.88M Buy
24,941
+4,084
+20% +$305K 0.16% 137
2020
Q2 		$1.46M Sell
20,857
-19,463
-48% -$1.27M 0.14% 185
2020
Q1 		$1.17M Sell
40,320
-23,964
-37% -$1.64M 0.17% 160
2019
Q4 		$4.67M Buy
64,284
+8,802
+16% +$612K 0.5% 44
2019
Q3 		$3.72M Buy
55,482
+9,582
+21% +$642K 0.42% 58
2019
Q2 		$3.06M Buy
45,900
+28,383
+162% +$1.86M 0.35% 67
2019
Q1 		$1.13M Buy
17,517
+4,385
+33% +$272K 0.14% 169
2018
Q4 		$746K Sell
13,132
-3,384
-20% -$208K 0.1% 200
2018
Q3 		$1.1M Buy
16,516
+937
+6% +$61.4K 0.12% 177
2018
Q2 		$976K Buy
15,579
+817
+6% +$50.8K 0.12% 180
2018
Q1 		$893K Buy
14,762
+1,943
+15% +$121K 0.12% 185
2017
Q4 		$784K Buy
+12,819
New +$764K 0.11% 196

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Financial Advocates Investment Management's ITOT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 1,784 shares — an estimated $241K sold.

Financial Advocates Investment Management first reported a position in ITOT in Q4 2017 and held it in 31 quarters. The position peaked at $4.67M in Q4 2019. 1,518 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,784 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $241K.
  • Financial Advocates Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.67M in Q4 2019.
  • 1,518 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.