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

Iron Horse 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
2025 Q2	$8.51K	Hold	63	–	–	﹤0.01%	310
2025 Q1	$7.69K	Hold	63	–	–	﹤0.01%	305
2024 Q4	$8.1K	Hold	63	–	–	﹤0.01%	262
2024 Q3	$7.91K	Hold	63	–	–	﹤0.01%	258
2024 Q2	$7.48K	Hold	63	–	–	﹤0.01%	240
2024 Q1	$7.26K	Hold	63	–	–	﹤0.01%	228
2023 Q4	$6.63K	Hold	63	–	–	﹤0.01%	233
2023 Q3	$5.93K	Buy	63 +2	+3%	+$197	﹤0.01%	241
2023 Q2	$5.97K	Hold	61	–	–	﹤0.01%	176
2023 Q1	$5.52K	Sell	61 -148	-71%	-$13.1K	﹤0.01%	192
2022 Q4	$18K	Buy	+209	New	+$17.8K	0.01%	110

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Iron Horse Wealth Management's ITOT Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2025 at 63 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Iron Horse Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 11 quarters since. The position peaked at $18K in Q4 2022. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Iron Horse Wealth Management held 63 shares of iShares Core S&P Total US Stock Market ETF worth $8.51K as of Q2 2025.
Iron Horse Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2025.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #310 holding.
Iron Horse Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
Iron Horse Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $18K in Q4 2022.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.