HeadInvest LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HeadInvest LLC’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	$315K	Buy	2,210 +13	+0.6%	+$1.93K	0.06%	178
2025 Q4	$327K	Buy	2,197 +21	+1%	+$3.1K	0.07%	173
2025 Q3	$317K	Buy	2,176 +57	+3%	+$7.99K	0.07%	177
2025 Q2	$286K	Hold	2,119	–	–	0.06%	185
2025 Q1	$259K	Buy	2,119 +97	+5%	+$12.5K	0.05%	204
2024 Q4	$260K	Buy	2,022 +113	+6%	+$14.6K	0.05%	203
2024 Q3	$240K	Buy	1,909 +14	+0.7%	+$1.7K	0.04%	216
2024 Q2	$225K	Buy	1,895 +48	+3%	+$5.51K	0.04%	212
2024 Q1	$213K	Buy	+1,847	New	+$203K	0.04%	226
2023 Q4	–	Sell	-1,735	Closed	-$163K	–	451
2023 Q3	$163K	Buy	+1,735	New	+$170K	0.04%	237

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