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Lee, Danner & Bass’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lee, Danner & Bass’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
-700
Closed -$90K – 474
2024
Q4 		$90K Buy
+700
New +$90.6K 0.01% 284
2021
Q3 		– Sell
-2,308
Closed -$228K – 202
2021
Q2 		$228K Hold
2,308
– – 0.02% 190
2021
Q1 		$211K Buy
+2,308
New +$207K 0.02% 186
2020
Q2 		– Sell
-6,274
Closed -$359K – 183
2020
Q1 		$359K Buy
+6,274
New +$431K 0.05% 141

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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

Lee, Danner & Bass's ITOT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 700 shares — an estimated $90K sold.

Lee, Danner & Bass first reported a position in ITOT in Q1 2020 and held it in 4 quarters. The position peaked at $359K in Q1 2020. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 700 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $90K.
  • Lee, Danner & Bass first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 4 quarters.
  • Lee, Danner & Bass's iShares Core S&P Total US Stock Market ETF position peaked at $359K in Q1 2020.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.