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

Financial & Tax Architects’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
Q4 		– Sell
-10,068
Closed -$1.47M – 109
2025
Q3 		$1.47M Buy
+10,068
New +$1.41M 0.32% 55

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Financial & Tax Architects's ITOT Position: Q4 2025 in Review

Financial & Tax Architects sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 10,068 shares — an estimated $1.47M sold.

Financial & Tax Architects first reported a position in ITOT in Q3 2025 and held it in 1 quarter. The position peaked at $1.47M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Financial & Tax Architects reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 10,068 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $1.47M.
  • Financial & Tax Architects first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Financial & Tax Architects's iShares Core S&P Total US Stock Market ETF position peaked at $1.47M in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Financial & Tax Architects's 13F filing for Q4 2025, filed 21 Jan 2026.