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

FLP Wealth 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
Q1 		– Sell
-534
Closed -$68.7K – 260
2024
Q4 		$68.7K Buy
+534
New +$69.1K 0.18% 95

Other funds holding ITOT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 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 $9.92B AUM 21.52% 1-Year Est. Return

FLP Wealth Management's ITOT Position: Q1 2025 in Review

FLP Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 534 shares — an estimated $68.7K sold.

FLP Wealth Management first reported a position in ITOT in Q4 2024 and held it in 1 quarter. The position peaked at $68.7K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • FLP Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 534 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $68.7K.
  • FLP Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $68.7K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.