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

Level 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
2026 Q1	$11.6M	Buy	81,158 +487	+0.6%	+$72.4K	5.42%	5
2025 Q4	$12M	Sell	80,671 -14,828	-16%	-$2.19M	6.13%	4
2025 Q3	$13.9M	Sell	95,499 -770	-0.8%	-$108K	7.32%	4
2025 Q2	$13M	Buy	96,269 +91,142	+1,778%	+$11.4M	7.56%	4
2025 Q1	$626K	Sell	5,127 -135	-3%	-$17.4K	0.41%	24
2024 Q4	$677K	Buy	+5,262	New	+$681K	0.48%	21

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

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

Level Wealth Management's ITOT Position: Q1 2026 in Review

Level Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.6% in Q1 2026, buying an estimated $72.4K and bringing the position to 81,158 shares worth $11.6M. The position accounts for 5.42% of the portfolio, ranked #5.

Level Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Level Wealth Management held 81,158 shares of iShares Core S&P Total US Stock Market ETF worth $11.6M as of Q1 2026.
Level Wealth Management bought 487 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $72.4K.
iShares Core S&P Total US Stock Market ETF made up 5.42% of Level Wealth Management's portfolio in Q1 2026, its #5 holding.
Level Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Level Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $13.9M in Q3 2025.
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 Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.