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

Keebeck 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	$210K	Hold	1,477	–	–	0.02%	398
2025 Q4	$220K	Hold	1,477	–	–	0.03%	352
2025 Q3	$215K	Buy	+1,477	New	+$207K	0.03%	342
2025 Q2	–	Sell	-2,448	Closed	-$299K	–	342
2025 Q1	$299K	Buy	2,448 +518	+27%	+$66.8K	0.04%	219
2024 Q4	$248K	Buy	1,930 +89	+5%	+$11.5K	0.04%	233
2024 Q3	$231K	Buy	+1,841	New	+$223K	0.03%	236
2020 Q3	–	Sell	-148	Closed	-$10K	–	272
2020 Q2	$10K	Buy	+148	New	+$9.68K	﹤0.01%	309
2020 Q1	–	Sell	-148	Closed	-$10K	–	242
2019 Q4	$10K	Buy	+148	New	+$10.3K	﹤0.01%	293

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

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

Keebeck Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,477 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #398.

Keebeck Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 8 quarters since. The position peaked at $299K in Q1 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Keebeck Wealth Management held 1,477 shares of iShares Core S&P Total US Stock Market ETF worth $210K as of Q1 2026.
Keebeck Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q1 2026, its #398 holding.
Keebeck Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 8 quarters since.
Keebeck Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $299K in Q1 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 Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.