Kraft Davis & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kraft Davis & 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
2026 Q1	–	Sell	-1,428	Closed	-$217K	–	156
2025 Q4	$217K	Buy	1,428 +1	+0.1%	+$148	0.05%	147
2025 Q3	$210K	Buy	+1,427	New	+$200K	0.05%	140
2025 Q1	–	Sell	-1,545	Closed	-$205K	–	136
2024 Q4	$205K	Sell	1,545 -267	-15%	-$34.6K	0.06%	135
2024 Q3	$227K	Buy	1,812 +124	+7%	+$15K	0.07%	131
2024 Q2	$202K	Buy	+1,688	New	+$194K	0.06%	136

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

Kraft Davis & Associates's ITOT Position: Q1 2026 in Review

Kraft Davis & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,428 shares — an estimated $217K sold.

Kraft Davis & Associates first reported a position in ITOT in Q2 2024 and held it in 5 quarters. The position peaked at $227K in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Kraft Davis & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Kraft Davis & Associates sold 1,428 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $217K.
Kraft Davis & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 5 quarters.
Kraft Davis & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $227K in Q3 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.