Level Four Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Sell |
10,026
-397
| -4% | -$59K | 0.05% | 352 |
|
|
2025
Q4 | $1.55M | Sell |
10,423
-464
| -4% | -$68.5K | 0.05% | 327 |
|
|
2025
Q3 | $1.59M | Sell |
10,887
-96
| -0.9% | -$13.5K | 0.05% | 317 |
|
|
2025
Q2 | $1.48M | Sell |
10,983
-229
| -2% | -$28.6K | 0.05% | 301 |
|
|
2025
Q1 | $1.37M | Sell |
11,212
-158
| -1% | -$20.4K | 0.06% | 300 |
|
|
2024
Q4 | $1.46M | Sell |
11,370
-1,677
| -13% | -$217K | 0.06% | 283 |
|
|
2024
Q3 | $1.63M | Sell |
13,047
-1,068
| -8% | -$129K | 0.07% | 262 |
|
|
2024
Q2 | $1.68M | Sell |
14,115
-617
| -4% | -$70.8K | 0.08% | 258 |
|
|
2024
Q1 | $1.55M | Hold |
14,732
| – | – | 0.09% | 239 |
|
|
2023
Q4 | $1.55M | Sell |
14,732
-2,460
| -14% | -$241K | 0.09% | 236 |
|
|
2023
Q3 | $1.62M | Buy |
17,192
+620
| +4% | +$60.9K | 0.1% | 212 |
|
|
2023
Q2 | $1.62M | Buy |
16,572
+3,515
| +27% | +$325K | 0.1% | 222 |
|
|
2023
Q1 | $1.18M | Buy |
13,057
+283
| +2% | +$25.1K | 0.08% | 248 |
|
|
2022
Q4 | $1.08M | Buy |
12,774
+526
| +4% | +$44.9K | 0.08% | 234 |
|
|
2022
Q3 | $974K | Sell |
12,248
-98
| -0.8% | -$8.66K | 0.09% | 207 |
|
|
2022
Q2 | $1.03M | Buy |
12,346
+28
| +0.2% | +$2.55K | 0.1% | 213 |
|
|
2022
Q1 | $1.24M | Sell |
12,318
-3
| -0% | -$299 | 0.1% | 207 |
|
|
2021
Q4 | $1.32M | Buy |
+12,321
| New | +$1.29M | 0.1% | 207 |
|
|
2021
Q3 | – | Sell |
-6,685
| Closed | -$660K | – | 557 |
|
|
2021
Q2 | $660K | Sell |
6,685
-690
| -9% | -$66.4K | 0.05% | 340 |
|
|
2021
Q1 | $676K | Sell |
7,375
-1,483
| -17% | -$133K | 0.05% | 322 |
|
|
2020
Q4 | $764K | Sell |
8,858
-4,036
| -31% | -$327K | 0.06% | 286 |
|
|
2020
Q3 | $973K | Sell |
12,894
-3,586
| -22% | -$268K | 0.08% | 248 |
|
|
2020
Q2 | $1.15M | Sell |
16,480
-43,062
| -72% | -$2.81M | 0.09% | 236 |
|
|
2020
Q1 | $3.4M | Sell |
59,542
-29,446
| -33% | -$2.02M | 0.41% | 52 |
|
|
2019
Q4 | $13.4M | Sell |
88,988
-29,254
| -25% | -$2.04M | 0.53% | 51 |
|
|
2019
Q3 | $7.93M | Sell |
118,242
-1,194
| -1% | -$80K | 0.82% | 17 |
|
|
2019
Q2 | $7.96M | Buy |
119,436
+24,345
| +26% | +$1.6M | 0.8% | 20 |
|
|
2019
Q1 | $6.12M | Buy |
95,091
+39,423
| +71% | +$2.45M | 0.67% | 28 |
|
|
2018
Q4 | $3.16M | Sell |
55,668
-137,922
| -71% | -$8.47M | 0.39% | 62 |
|
|
2018
Q3 | $12.9M | Buy |
193,590
+15,517
| +9% | +$1.02M | 1.39% | 8 |
|
|
2018
Q2 | $11.1M | Buy |
178,073
+41,970
| +31% | +$2.61M | 0.81% | 19 |
|
|
2018
Q1 | $8.23M | Buy |
136,103
+21,218
| +18% | +$1.32M | 0.64% | 31 |
|
|
2017
Q4 | $7.02M | Buy |
114,885
+25,804
| +29% | +$1.54M | 0.55% | 41 |
|
|
2017
Q3 | $5.13M | Buy |
89,081
+49,308
| +124% | +$2.78M | 0.46% | 49 |
|
|
2017
Q2 | $2.14M | Hold |
39,773
| – | – | 0.33% | 78 |
|
|
2017
Q1 | $2.14M | Buy |
39,773
+12,454
| +46% | +$664K | 0.22% | 98 |
|
|
2016
Q4 | $1.4M | Buy |
+27,319
| New | +$1.37M | 0.18% | 121 |
|
Other funds holding ITOT
FPAS
Level Four Advisory Services's ITOT Position: Q1 2026 in Review
Level Four Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.8% in Q1 2026, selling an estimated $59K and leaving 10,026 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #352.
Level Four Advisory Services first reported a position in ITOT in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.4M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Level Four Advisory Services held 10,026 shares of iShares Core S&P Total US Stock Market ETF worth $1.43M as of Q1 2026.
- Level Four Advisory Services sold 397 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $59K.
- iShares Core S&P Total US Stock Market ETF made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #352 holding.
- Level Four Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 37 quarters since.
- Level Four Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $13.4M in Q4 2019.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.