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Ground Swell Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ground Swell Capital’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
Q4 		– Sell
-8,004
Closed -$1.17M – 133
2025
Q3 		$1.17M Buy
+8,004
New +$1.12M 2.55% 6
2025
Q1 		– Sell
-2,578
Closed -$332K – 200
2024
Q4 		$332K Buy
+2,578
New +$334K 0.5% 37

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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

Ground Swell Capital's ITOT Position: Q4 2025 in Review

Ground Swell Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 8,004 shares — an estimated $1.17M sold.

Ground Swell Capital first reported a position in ITOT in Q4 2024 and held it in 2 quarters. The position peaked at $1.17M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Ground Swell Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 8,004 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $1.17M.
  • Ground Swell Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Ground Swell Capital's iShares Core S&P Total US Stock Market ETF position peaked at $1.17M in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.