KWM
ITOT icon

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

Kaydan 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 		$14.7M Sell
103,145
-99,012
-49% -$14.7M 4.91% 8
2025
Q4 		$30.1M Sell
202,157
-4,040
-2% -$596K 8.7% 4
2025
Q3 		$30M Buy
206,197
+49,026
+31% +$6.88M 8.58% 4
2025
Q2 		$21.2M Buy
157,171
+150,781
+2,360% +$18.8M 6.95% 5
2025
Q1 		$780K Buy
6,390
+572
+10% +$73.7K 0.25% 45
2024
Q4 		$748K Buy
5,818
+144
+3% +$18.6K 0.25% 45
2024
Q3 		$713K Buy
5,674
+124
+2% +$15K 0.21% 45
2024
Q2 		$659K Buy
5,550
+103
+2% +$11.8K 0.23% 46
2024
Q1 		$628K Buy
5,447
+1,527
+39% +$167K 0.21% 48
2023
Q4 		$413K Buy
3,920
+60
+2% +$5.88K 0.17% 66
2023
Q3 		$364K Buy
3,860
+113
+3% +$11.1K 0.15% 67
2023
Q2 		$367K Buy
3,747
+189
+5% +$17.5K 0.15% 66
2023
Q1 		$322K Buy
3,558
+362
+11% +$32.1K 0.13% 73
2022
Q4 		$271K Sell
3,196
-49
-2% -$4.18K 0.11% 75
2022
Q3 		$258K Sell
3,245
-1,145
-26% -$101K 0.14% 71
2022
Q2 		$368K Buy
4,390
+436
+11% +$39.7K 0.2% 61
2022
Q1 		$399K Buy
3,954
+605
+18% +$60.3K 0.18% 69
2021
Q4 		$358K Buy
+3,349
New +$350K 0.14% 80

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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Kaydan Wealth Management's ITOT Position: Q1 2026 in Review

Kaydan Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 49% in Q1 2026, selling an estimated $14.7M and leaving 103,145 shares worth $14.7M. The position accounts for 4.91% of the portfolio, ranked #8.

Kaydan Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Kaydan Wealth Management held 103,145 shares of iShares Core S&P Total US Stock Market ETF worth $14.7M as of Q1 2026.
  • Kaydan Wealth Management sold 99,012 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $14.7M.
  • iShares Core S&P Total US Stock Market ETF made up 4.91% of Kaydan Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Kaydan Wealth Management 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.
  • Kaydan Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $30.1M 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 Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.