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

Index Fund 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
2026 Q1	$1.44M	Buy	10,110 +1	+0%	+$149	0.06%	56
2025 Q4	$1.5M	Hold	10,109	–	–	0.07%	49
2025 Q3	$1.47M	Hold	10,109	–	–	0.07%	46
2025 Q2	$1.37M	Buy	10,109 +89	+0.9%	+$11.1K	0.08%	43
2025 Q1	$1.22M	Hold	10,020	–	–	0.08%	35
2024 Q4	$1.29M	Hold	10,020	–	–	0.07%	36
2024 Q3	$1.26M	Sell	10,020 -24	-0.2%	-$2.91K	0.07%	35
2024 Q2	$1.19M	Hold	10,044	–	–	0.07%	34
2024 Q1	$1.16M	Sell	10,044 -133	-1%	-$14.6K	0.06%	34
2023 Q4	$1.07M	Sell	10,177 -100	-1%	-$9.8K	0.06%	33
2023 Q3	$968K	Hold	10,277	–	–	0.06%	34
2023 Q2	$1.01M	Hold	10,277	–	–	0.07%	34
2023 Q1	$931K	Hold	10,277	–	–	0.06%	35
2022 Q4	$871K	Hold	10,277	–	–	0.06%	31
2022 Q3	$817K	Hold	10,277	–	–	0.06%	30
2022 Q2	$861K	Hold	10,277	–	–	0.07%	33
2022 Q1	$1.04M	Sell	10,277 -71	-0.7%	-$7.08K	0.08%	30
2021 Q4	$1.11M	Buy	+10,348	New	+$1.08M	0.08%	29

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

Index Fund Advisors's ITOT Position: Q1 2026 in Review

Index Fund Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q1 2026, buying an estimated $149 and bringing the position to 10,110 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #56.

Index Fund Advisors first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Index Fund Advisors held 10,110 shares of iShares Core S&P Total US Stock Market ETF worth $1.44M as of Q1 2026.
Index Fund Advisors bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2026, an estimated $149.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Index Fund Advisors's portfolio in Q1 2026, its #56 holding.
Index Fund Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Index Fund Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.5M 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 Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.