FIM
ITOT icon

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

FWL Investment 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 		– Sell
-34
Closed -$5.05K – 382
2025
Q4 		$5.05K Buy
+34
New +$5.02K ﹤0.01% 308
2022
Q4 		– Sell
-40
Closed -$3K – 191
2022
Q3 		$3K Buy
+40
New +$3.54K ﹤0.01% 57

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

FWL Investment Management's ITOT Position: Q1 2026 in Review

FWL Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 34 shares — an estimated $5.05K sold.

FWL Investment Management first reported a position in ITOT in Q3 2022 and held it in 2 quarters. The position peaked at $5.05K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • FWL Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 34 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.05K.
  • FWL Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 2 quarters.
  • FWL Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $5.05K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.