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Kathleen S. Wright Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$414K Hold
2,840
– – 0.15% 82
2025
Q2 		$384K Hold
2,840
– – 0.15% 84
2025
Q1 		$347K Hold
2,840
– – 0.14% 88
2024
Q4 		$365K Hold
2,840
– – 0.15% 87
2024
Q3 		$357K Buy
+2,840
New +$344K 0.15% 88

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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

Kathleen S. Wright Associates's ITOT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 2,840 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #82.

Kathleen S. Wright Associates first reported a position in ITOT in Q3 2024 and has held it in 5 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Kathleen S. Wright Associates held 2,840 shares of iShares Core S&P Total US Stock Market ETF worth $414K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #82 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.