Keel Point’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Keel Point’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	$2.51M	Buy	+17,621	New	+$2.62M	0.17%	87
2019 Q4	–	Sell	-3,640	Closed	-$244K	–	198
2019 Q3	$244K	Hold	3,640	–	–	0.03%	160
2019 Q2	$243K	Hold	3,640	–	–	0.03%	170
2019 Q1	$234K	Hold	3,640	–	–	0.03%	177
2018 Q4	$207K	Hold	3,640	–	–	0.03%	193
2018 Q3	$243K	Hold	3,640	–	–	0.03%	161
2018 Q2	$228K	Hold	3,640	–	–	0.03%	151
2018 Q1	$220K	Buy	+3,640	New	+$227K	0.03%	146

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

Keel Point's ITOT Position: Q1 2026 in Review

Keel Point opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 17,621 shares worth $2.51M. The stake represents 0.17% of the portfolio and ranks #87 among its holdings. This is a return to the name: Keel Point previously reported a position in ITOT as recently as Q3 2019.

Keel Point first reported a position in ITOT in Q1 2018 and has held it in 8 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Keel Point held 17,621 shares of iShares Core S&P Total US Stock Market ETF worth $2.51M as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Keel Point position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Keel Point's portfolio in Q1 2026, its #87 holding.
Keel Point first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 8 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.