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

Independent Solutions 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
2026 Q1	$6.84M	Sell	47,989 -1,614	-3%	-$240K	1.01%	23
2025 Q4	$7.38M	Sell	49,603 -2,754	-5%	-$406K	1.36%	19
2025 Q3	$7.63M	Sell	52,357 -698	-1%	-$97.9K	1.35%	18
2025 Q2	$7.16M	Buy	53,055 +84	+0.2%	+$10.5K	1.4%	17
2025 Q1	$6.46M	Sell	52,971 -74	-0.1%	-$9.54K	1.45%	19
2024 Q4	$6.82M	Sell	53,045 -15,685	-23%	-$2.03M	1.49%	20
2024 Q3	$8.63M	Sell	68,730 -10,286	-13%	-$1.25M	1.95%	13
2024 Q2	$9.39M	Buy	79,016 +216	+0.3%	+$24.8K	2.15%	11
2024 Q1	$9.09M	Sell	78,800 -2,750	-3%	-$302K	2.16%	12
2023 Q4	$8.58M	Sell	81,550 -1,875	-2%	-$184K	2.2%	10
2023 Q3	$7.86M	Sell	83,425 -3,506	-4%	-$345K	2.04%	11
2023 Q2	$8.51M	Sell	86,931 -118	-0.1%	-$10.9K	2.14%	11
2023 Q1	$7.88M	Sell	87,049 -3,982	-4%	-$354K	2.32%	10
2022 Q4	$7.72M	Sell	91,031 -22,200	-20%	-$1.89M	2.35%	10
2022 Q3	$9.01M	Sell	113,231 -1,823	-2%	-$161K	2.95%	7
2022 Q2	$9.64M	Sell	115,054 -118	-0.1%	-$10.8K	3%	7
2022 Q1	$11.6M	Sell	115,172 -403	-0.3%	-$40.2K	2.74%	8
2021 Q4	$12.4M	Sell	115,575 -4,987	-4%	-$521K	2.92%	7
2021 Q3	$11.9M	Sell	120,562 -21,626	-15%	-$2.19M	2.94%	6
2021 Q2	$14M	Sell	142,188 -5,997	-4%	-$577K	3.41%	5
2021 Q1	$13.6M	Sell	148,185 -2,622	-2%	-$235K	3.73%	5
2020 Q4	$13M	Buy	150,807 +6,872	+5%	+$557K	4.06%	4
2020 Q3	$10.9M	Sell	143,935 -6,682	-4%	-$499K	4.15%	4
2020 Q2	$10.5M	Sell	150,617 -7,285	-5%	-$476K	4.47%	4
2020 Q1	$9.03M	Buy	157,902 +9,925	+7%	+$681K	4.99%	4
2019 Q4	$10.8M	Buy	+147,977	New	+$10.3M	4.76%	3

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

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 Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Independent Solutions Wealth Management's ITOT Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q1 2026, selling an estimated $240K and leaving 47,989 shares worth $6.84M. The position accounts for 1.01% of the portfolio, ranked #23.

Independent Solutions Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $14M in Q2 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Independent Solutions Wealth Management held 47,989 shares of iShares Core S&P Total US Stock Market ETF worth $6.84M as of Q1 2026.
Independent Solutions Wealth Management sold 1,614 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $240K.
iShares Core S&P Total US Stock Market ETF made up 1.01% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #23 holding.
Independent Solutions Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Independent Solutions Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $14M in Q2 2021.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.