High Falls Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

High Falls Advisors’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	$460K	Buy	3,091 +189	+7%	+$27.9K	0.09%	74
2025 Q3	$423K	Sell	2,902 -6	-0.2%	-$841	0.09%	83
2025 Q2	$393K	Buy	2,908 +1,178	+68%	+$147K	0.09%	80
2025 Q1	$211K	Sell	1,730 -286	-14%	-$36.9K	0.05%	122
2024 Q4	$259K	Buy	+2,016	New	+$261K	0.06%	99
2020 Q2	–	Sell	-3,762	Closed	-$215K	–	94
2020 Q1	$215K	Sell	3,762 -4,403	-54%	-$302K	0.09%	75
2019 Q4	$593K	Sell	8,165 -5,233	-39%	-$364K	0.17%	56
2019 Q3	$899K	Sell	13,398 -826	-6%	-$55.3K	0.28%	41
2019 Q2	$948K	Buy	14,224 +5,530	+64%	+$362K	0.31%	36
2019 Q1	$560K	Buy	+8,694	New	+$539K	0.19%	53

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

High Falls Advisors's ITOT Position: Q4 2025 in Review

High Falls Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.5% in Q4 2025, buying an estimated $27.9K and bringing the position to 3,091 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #74.

High Falls Advisors first reported a position in ITOT in Q1 2019 and has held it in 10 quarters since. The position peaked at $948K in Q2 2019. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

High Falls Advisors held 3,091 shares of iShares Core S&P Total US Stock Market ETF worth $460K as of Q4 2025.
High Falls Advisors bought 189 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $27.9K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of High Falls Advisors's portfolio in Q4 2025, its #74 holding.
High Falls Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 10 quarters since.
High Falls Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $948K in Q2 2019.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.