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

Financial Consulate’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	$1.04M	Hold	7,293	–	–	0.13%	47
2025 Q4	$1.08M	Sell	7,293 -1,727	-19%	-$255K	0.15%	46
2025 Q3	$1.31M	Hold	9,020	–	–	0.19%	39
2025 Q2	$1.22M	Buy	+9,020	New	+$1.13M	0.24%	25
2025 Q1	–	Sell	-8,852	Closed	-$1.14M	–	30
2024 Q4	$1.14M	Buy	+8,852	New	+$1.15M	0.3%	22
2024 Q3	–	Sell	-11,427	Closed	-$1.36M	–	35
2024 Q2	$1.36M	Hold	11,427	–	–	0.4%	18
2024 Q1	$1.32M	Hold	11,427	–	–	0.39%	18
2023 Q4	$1.2M	Sell	11,427 -1,744	-13%	-$171K	0.4%	18
2023 Q3	$1.24M	Hold	13,171	–	–	0.55%	16
2023 Q2	$1.29M	Hold	13,171	–	–	0.55%	17
2023 Q1	$1.19M	Hold	13,171	–	–	0.42%	27
2022 Q4	$1.12M	Sell	13,171 -6,399	-33%	-$546K	0.39%	35
2022 Q3	$1.56M	Hold	19,570	–	–	0.66%	23
2022 Q2	$1.64M	Hold	19,570	–	–	0.77%	22
2022 Q1	$1.98M	Hold	19,570	–	–	0.76%	22
2021 Q4	$2.09M	Hold	19,570	–	–	0.73%	23
2021 Q3	$1.93M	Hold	19,570	–	–	0.7%	25
2021 Q2	$1.93M	Hold	19,570	–	–	0.7%	26
2021 Q1	$1.79M	Hold	19,570	–	–	0.73%	25
2020 Q4	$1.69M	Hold	19,570	–	–	0.73%	25
2020 Q3	$1.48M	Hold	19,570	–	–	0.7%	27
2020 Q2	$1.36M	Hold	19,570	–	–	0.69%	27
2020 Q1	$1.12M	Hold	19,570	–	–	0.67%	29
2019 Q4	$1.42M	Sell	19,570 -1,765	-8%	-$123K	0.63%	28
2019 Q3	$1.43M	Sell	21,335 -1,900	-8%	-$127K	0.62%	28
2019 Q2	$1.55M	Sell	23,235 -6,229	-21%	-$408K	0.7%	29
2019 Q1	$1.9M	Sell	29,464 -888	-3%	-$55.1K	0.87%	23
2018 Q4	$1.72M	Sell	30,352 -3,043	-9%	-$187K	1.03%	24
2018 Q3	$2.23M	Sell	33,395 -2,458	-7%	-$161K	1.27%	18
2018 Q2	$2.24M	Buy	35,853 +834	+2%	+$51.8K	1.14%	18
2018 Q1	$2.12M	Sell	35,019 -167	-0.5%	-$10.4K	1.12%	21
2017 Q4	$2.15M	Buy	35,186 +6	+0%	+$358	1.1%	23
2017 Q3	$2.03M	Sell	35,180 -4,492	-11%	-$253K	1.1%	22
2017 Q2	$2.2M	Buy	39,672 +3,680	+10%	+$202K	1.29%	19
2017 Q1	$1.95M	Buy	35,992 +974	+3%	+$51.9K	1.24%	16
2016 Q4	$1.8M	Buy	35,018 +25,620	+273%	+$1.28M	1.3%	14
2016 Q3	$465K	Sell	9,398 -5,434	-37%	-$268K	0.41%	38
2016 Q2	$706K	Sell	14,832 -1,624	-10%	-$76.6K	0.54%	31
2016 Q1	$768K	Buy	16,456 +42	+0.3%	+$1.85K	0.53%	32
2015 Q4	$762K	Buy	16,414 +11,124	+210%	+$521K	0.54%	31
2015 Q3	$232K	Buy	5,290 +294	+6%	+$13.6K	0.2%	56
2015 Q2	$236K	Sell	4,996 -238	-5%	-$11.5K	0.17%	53
2015 Q1	$248K	Buy	+5,234	New	+$247K	0.21%	51

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

Financial Consulate's ITOT Position: Q1 2026 in Review

Financial Consulate held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 7,293 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #47.

Financial Consulate first reported a position in ITOT in Q1 2015 and has held it in 43 quarters since. The position peaked at $2.24M in Q2 2018. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Consulate held 7,293 shares of iShares Core S&P Total US Stock Market ETF worth $1.04M as of Q1 2026.
Financial Consulate 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 0.13% of Financial Consulate's portfolio in Q1 2026, its #47 holding.
Financial Consulate first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 43 quarters since.
Financial Consulate's iShares Core S&P Total US Stock Market ETF position peaked at $2.24M in Q2 2018.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.