First Foundation Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12M | Sell |
84,206
-7,869
| -9% | -$1.17M | 0.48% | 38 |
|
|
2025
Q4 | $13.7M | Sell |
92,075
-1,018
| -1% | -$150K | 0.52% | 35 |
|
|
2025
Q3 | $13.6M | Sell |
93,093
-3,068
| -3% | -$430K | 0.5% | 41 |
|
|
2025
Q2 | $13M | Sell |
96,161
-530
| -0.5% | -$66.1K | 0.48% | 43 |
|
|
2025
Q1 | $11.8M | Sell |
96,691
-1,703
| -2% | -$220K | 0.48% | 45 |
|
|
2024
Q4 | $12.7M | Sell |
98,394
-18,718
| -16% | -$2.42M | 0.48% | 49 |
|
|
2024
Q3 | $14.7M | Buy |
117,112
+1,410
| +1% | +$171K | 0.55% | 43 |
|
|
2024
Q2 | $13.7M | Sell |
115,702
-5,954
| -5% | -$683K | 0.53% | 46 |
|
|
2024
Q1 | $14M | Sell |
121,656
-9,156
| -7% | -$1M | 0.56% | 42 |
|
|
2023
Q4 | $13.8M | Sell |
130,812
-21,469
| -14% | -$2.1M | 0.63% | 40 |
|
|
2023
Q3 | $14.3M | Sell |
152,281
-8,382
| -5% | -$824K | 0.67% | 40 |
|
|
2023
Q2 | $15.7M | Sell |
160,663
-9,239
| -5% | -$854K | 0.68% | 42 |
|
|
2023
Q1 | $15.4M | Buy |
169,902
+34,215
| +25% | +$3.04M | 0.71% | 42 |
|
|
2022
Q4 | $11.5M | Buy |
135,687
+81,458
| +150% | +$6.95M | 0.55% | 49 |
|
|
2022
Q3 | $4.31M | Sell |
54,229
-5
| -0% | -$442 | 0.21% | 79 |
|
|
2022
Q2 | $4.54M | Buy |
54,234
+24,483
| +82% | +$2.23M | 0.2% | 78 |
|
|
2022
Q1 | $3M | Sell |
29,751
-711
| -2% | -$70.9K | 0.11% | 105 |
|
|
2021
Q4 | $3.26M | Sell |
30,462
-400
| -1% | -$41.8K | 0.11% | 102 |
|
|
2021
Q3 | $3.04M | Sell |
30,862
-1,303
| -4% | -$132K | 0.11% | 102 |
|
|
2021
Q2 | $3.18M | Buy |
32,165
+201
| +0.6% | +$19.3K | 0.12% | 106 |
|
|
2021
Q1 | $2.93M | Sell |
31,964
-1,185
| -4% | -$106K | 0.13% | 100 |
|
|
2020
Q4 | $2.86M | Buy |
33,149
+226
| +0.7% | +$18.3K | 0.13% | 101 |
|
|
2020
Q3 | $2.48M | Buy |
32,923
+144
| +0.4% | +$10.7K | 0.12% | 103 |
|
|
2020
Q2 | $2.28M | Sell |
32,779
-2,184
| -6% | -$143K | 0.12% | 104 |
|
|
2020
Q1 | $2M | Sell |
34,963
-4,736
| -12% | -$325K | 0.12% | 108 |
|
|
2019
Q4 | $2.89M | Sell |
39,699
-2,206
| -5% | -$153K | 0.14% | 101 |
|
|
2019
Q3 | $2.81M | Sell |
41,905
-662
| -2% | -$44.4K | 0.15% | 91 |
|
|
2019
Q2 | $2.84M | Sell |
42,567
-5,825
| -12% | -$382K | 0.16% | 97 |
|
|
2019
Q1 | $3.12M | Sell |
48,392
-4,704
| -9% | -$292K | 0.18% | 87 |
|
|
2018
Q4 | $3.01M | Buy |
53,096
+588
| +1% | +$36.1K | 0.19% | 82 |
|
|
2018
Q3 | $3.5M | Buy |
52,508
+957
| +2% | +$62.7K | 0.19% | 79 |
|
|
2018
Q2 | $3.22M | Sell |
51,551
-2,001
| -4% | -$124K | 0.19% | 79 |
|
|
2018
Q1 | $3.24M | Sell |
53,552
-4,561
| -8% | -$285K | 0.18% | 80 |
|
|
2017
Q4 | $3.55M | Buy |
58,113
+10,680
| +23% | +$636K | 0.19% | 79 |
|
|
2017
Q3 | $2.73M | Buy |
47,433
+444
| +0.9% | +$25K | 0.16% | 85 |
|
|
2017
Q2 | $2.6M | Sell |
46,989
-80
| -0.2% | -$4.39K | 0.15% | 89 |
|
|
2017
Q1 | $2.54M | Sell |
47,069
-869
| -2% | -$46.3K | 0.16% | 89 |
|
|
2016
Q4 | $2.46M | Sell |
47,938
-6,333
| -12% | -$317K | 0.16% | 96 |
|
|
2016
Q3 | $2.69M | Sell |
54,271
-691
| -1% | -$34.1K | 0.19% | 84 |
|
|
2016
Q2 | $2.62M | Sell |
54,962
-74,360
| -57% | -$3.51M | 0.19% | 82 |
|
|
2016
Q1 | $6.04M | Sell |
129,322
-49,742
| -28% | -$2.2M | 0.44% | 52 |
|
|
2015
Q4 | $8.31M | Buy |
179,064
+123,062
| +220% | +$5.77M | 0.57% | 56 |
|
|
2015
Q3 | $2.45M | Buy |
56,002
+7,642
| +16% | +$355K | 0.2% | 77 |
|
|
2015
Q2 | $2.28M | Sell |
48,360
-3,654
| -7% | -$176K | 0.18% | 76 |
|
|
2015
Q1 | $2.46M | Buy |
52,014
+17,098
| +49% | +$807K | 0.21% | 66 |
|
|
2014
Q4 | $1.64M | Buy |
34,916
+7,022
| +25% | +$322K | 0.14% | 80 |
|
|
2014
Q3 | $1.25M | Sell |
27,894
-2,190
| -7% | -$98.9K | 0.12% | 77 |
|
|
2014
Q2 | $1.35M | Sell |
30,084
-172
| -0.6% | -$7.48K | 0.15% | 64 |
|
|
2014
Q1 | $1.3M | Buy |
30,256
+14,022
| +86% | +$590K | 0.16% | 56 |
|
|
2013
Q4 | $687K | Buy |
16,234
+4,490
| +38% | +$182K | 0.09% | 77 |
|
|
2013
Q3 | $453K | Buy |
11,744
+5,862
| +100% | +$225K | 0.07% | 106 |
|
|
2013
Q2 | $215K | Buy |
+5,882
| New | +$216K | 0.04% | 120 |
|
Other funds holding ITOT
FPAS
First Foundation Advisors's ITOT Position: Q1 2026 in Review
First Foundation Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.5% in Q1 2026, selling an estimated $1.17M and leaving 84,206 shares worth $12M. The position accounts for 0.48% of the portfolio, ranked #38.
First Foundation Advisors first reported a position in ITOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7M in Q2 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- First Foundation Advisors held 84,206 shares of iShares Core S&P Total US Stock Market ETF worth $12M as of Q1 2026.
- First Foundation Advisors sold 7,869 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.17M.
- iShares Core S&P Total US Stock Market ETF made up 0.48% of First Foundation Advisors's portfolio in Q1 2026, its #38 holding.
- First Foundation Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $15.7M in Q2 2023.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.