Laurie J. Hall Trustee’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Laurie J. Hall Trustee’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	-4,704	Closed	-$605K	–	175
2024 Q4	$605K	Hold	4,704	–	–	0.2%	76
2024 Q3	$591K	Hold	4,704	–	–	0.19%	78
2024 Q2	$559K	Hold	4,704	–	–	0.19%	74
2024 Q1	$542K	Hold	4,704	–	–	0.19%	73
2023 Q4	$495K	Hold	4,704	–	–	0.19%	72
2023 Q3	$443K	Hold	4,704	–	–	0.19%	74
2023 Q2	$460K	Hold	4,704	–	–	0.18%	72
2023 Q1	$426K	Hold	4,704	–	–	0.18%	74
2022 Q4	$399K	Hold	4,704	–	–	0.18%	76
2022 Q3	$374K	Hold	4,704	–	–	0.18%	78
2022 Q2	$394K	Hold	4,704	–	–	0.18%	76
2022 Q1	$475K	Hold	4,704	–	–	0.18%	78
2021 Q4	$503K	Hold	4,704	–	–	0.18%	78
2021 Q3	$463K	Hold	4,704	–	–	0.18%	79
2021 Q2	$465K	Hold	4,704	–	–	0.18%	79
2021 Q1	$431K	Hold	4,704	–	–	0.17%	83
2020 Q4	$406K	Hold	4,704	–	–	0.16%	82
2020 Q3	$355K	Buy	+4,704	New	+$351K	0.16%	83
2019 Q4	$342K	Hold	4,704	–	–	0.16%	85
2019 Q3	$315K	Hold	4,704	–	–	0.16%	86
2019 Q2	$313K	Hold	4,704	–	–	0.16%	87
2019 Q1	$303K	Hold	4,704	–	–	0.16%	90
2018 Q4	$295K	Hold	4,704	–	–	0.16%	89
2018 Q3	$313K	Hold	4,704	–	–	0.17%	84
2018 Q2	$294K	Hold	4,704	–	–	0.17%	82
2018 Q1	$284K	Hold	4,704	–	–	0.17%	80
2017 Q4	$288K	Buy	+4,704	New	+$280K	0.16%	82

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

Laurie J. Hall Trustee's ITOT Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 4,704 shares — an estimated $605K sold.

Laurie J. Hall Trustee first reported a position in ITOT in Q4 2017 and held it in 27 quarters. The position peaked at $605K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Laurie J. Hall Trustee reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 4,704 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $605K.
Laurie J. Hall Trustee first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's iShares Core S&P Total US Stock Market ETF position peaked at $605K in Q4 2024.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.