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

Laird Norton Wetherby 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 Q3	$1.43M	Hold	9,831	–	–	0.06%	300
2025 Q2	$1.33M	Buy	+9,831	New	+$1.23M	0.06%	299
2024 Q4	$1.28M	Buy	9,974 +4,446	+80%	+$576K	0.06%	281
2024 Q3	$694K	Hold	5,528	–	–	0.03%	458
2024 Q2	$657K	Buy	5,528 +38	+0.7%	+$4.36K	0.03%	466
2024 Q1	$633K	Hold	5,490	–	–	0.03%	484
2023 Q4	$578K	Hold	5,490	–	–	0.03%	504
2023 Q3	$517K	Buy	5,490 +509	+10%	+$50K	0.03%	514
2023 Q2	$487K	Hold	4,981	–	–	0.03%	548
2023 Q1	$451K	Hold	4,981	–	–	0.03%	574
2022 Q4	$422K	Hold	4,981	–	–	0.03%	573
2022 Q3	$396K	Hold	4,981	–	–	0.03%	568
2022 Q2	$417K	Buy	+4,981	New	+$454K	0.03%	556
2018 Q1	–	Sell	-289	Closed	-$18K	–	664
2017 Q4	$18K	Buy	289 +3	+1%	+$179	﹤0.01%	653
2017 Q3	$16K	Buy	+286	New	+$16.1K	﹤0.01%	628

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

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

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

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

Laird Norton Wetherby Wealth Management's ITOT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 9,831 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #300.

Laird Norton Wetherby Wealth Management first reported a position in ITOT in Q3 2017 and has held it in 15 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Laird Norton Wetherby Wealth Management held 9,831 shares of iShares Core S&P Total US Stock Market ETF worth $1.43M as of Q3 2025.
Laird Norton Wetherby Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #300 holding.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 15 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.