Fort Point Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fort Point Capital Partners’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 Q3	–	Sell	-3,917	Closed	-$529K	–	261
2025 Q2	$529K	Hold	3,917	–	–	0.04%	216
2025 Q1	$478K	Hold	3,917	–	–	0.05%	208
2024 Q4	$504K	Sell	3,917 -20	-0.5%	-$2.59K	0.05%	202
2024 Q3	$495K	Hold	3,937	–	–	0.06%	187
2024 Q2	$468K	Hold	3,937	–	–	0.06%	200
2024 Q1	$454K	Sell	3,937 -40	-1%	-$4.39K	0.06%	201
2023 Q4	$419K	Sell	3,977 -50	-1%	-$4.9K	0.06%	199
2023 Q3	$379K	Hold	4,027	–	–	0.06%	174
2023 Q2	$394K	Sell	4,027 -2	-0%	-$185	0.06%	185
2023 Q1	$365K	Sell	4,029 -40	-1%	-$3.55K	0.06%	197
2022 Q4	$345K	Hold	4,069	–	–	0.05%	193
2022 Q3	$324K	Sell	4,069 -20	-0.5%	-$1.77K	0.05%	195
2022 Q2	$343K	Sell	4,089 -495	-11%	-$45.1K	0.06%	202
2022 Q1	$463K	Sell	4,584 -217	-5%	-$21.6K	0.06%	181
2021 Q4	$514K	Buy	4,801 +901	+23%	+$94.2K	0.07%	159
2021 Q3	$384K	Buy	+3,900	New	+$394K	0.06%	168

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Fort Point Capital Partners's ITOT Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 3,917 shares — an estimated $529K sold.

Fort Point Capital Partners first reported a position in ITOT in Q3 2021 and held it in 16 quarters. The position peaked at $529K in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Fort Point Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 3,917 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $529K.
Fort Point Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $529K in Q2 2025.
1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.