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

FSA 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 Q3	$188K	Hold	1,288	–	–	0.07%	58
2025 Q2	$174K	Hold	1,288	–	–	0.07%	59
2025 Q1	$157K	Hold	1,288	–	–	0.07%	62
2024 Q4	$166K	Sell	1,288 -198	-13%	-$25.6K	0.07%	58
2024 Q3	$187K	Buy	+1,486	New	+$180K	0.07%	61
2024 Q1	$171K	Hold	1,486	–	–	0.07%	57
2023 Q4	$156K	Buy	+1,486	New	+$146K	0.07%	59
2021 Q1	–	Sell	-1,440	Closed	-$124K	–	142
2020 Q4	$124K	Buy	+1,440	New	+$117K	0.06%	74
2020 Q3	–	Sell	-1,440	Closed	-$100K	–	198
2020 Q2	$100K	Hold	1,440	–	–	0.07%	80
2020 Q1	$82K	Sell	1,440 -200	-12%	-$13.7K	0.07%	82
2019 Q4	$119K	Buy	+1,640	New	+$114K	0.08%	80

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FSA Wealth Management's ITOT Position: Q3 2025 in Review

FSA Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 1,288 shares worth $188K. The position accounts for 0.07% of the portfolio, ranked #58.

FSA Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

FSA Wealth Management held 1,288 shares of iShares Core S&P Total US Stock Market ETF worth $188K as of Q3 2025.
FSA Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.07% of FSA Wealth Management's portfolio in Q3 2025, its #58 holding.
FSA Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 11 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.