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

Laidlaw 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
2025 Q1	–	Sell	-1,627	Closed	-$209K	–	101
2024 Q4	$209K	Buy	+1,627	New	+$211K	0.09%	164
2023 Q3	–	Sell	-9,317	Closed	-$912K	–	319
2023 Q2	$912K	Sell	9,317 -32	-0.3%	-$2.96K	0.18%	130
2023 Q1	$847K	Sell	9,349 -4,549	-33%	-$404K	0.17%	139
2022 Q4	$1.18M	Hold	13,898	–	–	0.25%	104
2022 Q3	$1.1M	Hold	13,898	–	–	0.26%	104
2022 Q2	$1.16M	Hold	13,898	–	–	0.24%	115
2022 Q1	$1.4M	Buy	13,898 +92	+0.7%	+$9.17K	0.23%	108
2021 Q4	$1.48M	Buy	+13,806	New	+$1.44M	0.24%	116
2021 Q1	–	Sell	-11,046	Closed	-$952K	–	285
2020 Q4	$952K	Buy	+11,046	New	+$895K	0.2%	127

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Laidlaw Wealth Management's ITOT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 1,627 shares — an estimated $209K sold.

Laidlaw Wealth Management first reported a position in ITOT in Q4 2020 and held it in 9 quarters. The position peaked at $1.48M in Q4 2021. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Laidlaw Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 1,627 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $209K.
Laidlaw Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 9 quarters.
Laidlaw Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.48M in Q4 2021.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.