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

Financial Management Professionals’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	–	Sell	-14,566	Closed	-$2.17M	–	999
2025 Q4	$2.17M	Hold	14,566	–	–	0.22%	42
2025 Q3	$2.12M	Buy	+14,566	New	+$2.04M	0.22%	42
2025 Q2	–	Sell	-21,909	Closed	-$2.67M	–	1046
2025 Q1	$2.67M	Buy	+21,909	New	+$2.82M	0.34%	31
2024 Q4	–	Sell	-58,024	Closed	-$7.29M	–	1017
2024 Q3	$7.29M	Sell	58,024 -978	-2%	-$118K	0.91%	24
2024 Q2	$7.01M	Sell	59,002 -137	-0.2%	-$15.7K	0.96%	22
2024 Q1	$6.82M	Sell	59,139 -6,935	-10%	-$761K	1.01%	24
2023 Q4	$6.95M	Sell	66,074 -2,903	-4%	-$284K	1.13%	21
2023 Q3	$6.5M	Buy	+68,977	New	+$6.78M	1.14%	19
2023 Q2	–	Sell	-618	Closed	-$56K	–	1019
2023 Q1	$56K	Sell	618 -88,043	-99%	-$7.82M	0.01%	265
2022 Q4	$7.52M	Sell	88,661 -293	-0.3%	-$25K	1.54%	19
2022 Q3	$7.08M	Buy	88,954 +2,073	+2%	+$183K	1.62%	17
2022 Q2	$7.28M	Sell	86,881 -1,208	-1%	-$110K	1.77%	16
2022 Q1	$8.89M	Buy	88,089 +3,167	+4%	+$316K	1.93%	15
2021 Q4	$9.09M	Buy	+84,922	New	+$8.88M	1.93%	17

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 Management Professionals's ITOT Position: Q1 2026 in Review

Financial Management Professionals sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 14,566 shares — an estimated $2.17M sold.

Financial Management Professionals first reported a position in ITOT in Q4 2021 and held it in 14 quarters. The position peaked at $9.09M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Financial Management Professionals reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Financial Management Professionals sold 14,566 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.17M.
Financial Management Professionals first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 14 quarters.
Financial Management Professionals's iShares Core S&P Total US Stock Market ETF position peaked at $9.09M in Q4 2021.
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 Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.