Koesten Hirschmann & Crabtree’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-48	Closed	-$6.99K	–	133
2025 Q3	$6.99K	Hold	48	–	–	﹤0.01%	156
2025 Q2	$6.48K	Hold	48	–	–	﹤0.01%	164
2025 Q1	$5.86K	Hold	48	–	–	﹤0.01%	149
2024 Q4	$6.17K	Hold	48	–	–	﹤0.01%	139
2024 Q3	$6.03K	Hold	48	–	–	﹤0.01%	137
2024 Q2	$5.54K	Hold	48	–	–	﹤0.01%	151
2024 Q1	$5.54K	Hold	48	–	–	﹤0.01%	151
2023 Q4	$5.05K	Hold	48	–	–	﹤0.01%	138
2023 Q3	$4.52K	Hold	48	–	–	﹤0.01%	132
2023 Q2	$4.7K	Hold	48	–	–	﹤0.01%	120
2023 Q1	$4.35K	Hold	48	–	–	﹤0.01%	140
2022 Q4	$4.07K	Buy	+48	New	+$4.1K	﹤0.01%	122

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ITOT Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 48 shares — an estimated $6.99K sold.

Koesten Hirschmann & Crabtree first reported a position in ITOT in Q4 2022 and held it in 12 quarters. The position peaked at $6.99K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 48 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $6.99K.
Koesten Hirschmann & Crabtree first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Core S&P Total US Stock Market ETF position peaked at $6.99K in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.