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

Fonville 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
2026 Q1	$4.82M	Sell	33,848 -319	-0.9%	-$47.4K	0.92%	28
2025 Q4	$5.08M	Sell	34,167 -1,362	-4%	-$201K	1.04%	26
2025 Q3	$5.17M	Hold	35,529	–	–	1.16%	25
2025 Q2	$4.8M	Hold	35,529	–	–	1.21%	24
2025 Q1	$4.33M	Sell	35,529 -1,481	-4%	-$191K	1.28%	24
2024 Q4	$4.76M	Sell	37,010 -1,190	-3%	-$154K	1.57%	22
2024 Q3	$4.8M	Hold	38,200	–	–	1.66%	22
2024 Q2	$4.54M	Sell	38,200 -50	-0.1%	-$5.74K	1.8%	19
2024 Q1	$4.41M	Sell	38,250 -285	-0.7%	-$31.3K	1.95%	15
2023 Q4	$4.06M	Buy	+38,535	New	+$3.78M	2.15%	15

Other funds holding ITOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return