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

Litman Gregory 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
Q4 		$18.2M Sell
122,226
-3,450
-3% -$509K 1.33% 18
2025
Q3 		$18.3M Sell
125,676
-573
-0.5% -$80.4K 1.36% 16
2025
Q2 		$17M Sell
126,249
-22,388
-15% -$2.79M 1.34% 18
2025
Q1 		$18.1M Sell
148,637
-15,571
-9% -$2.01M 1.56% 14
2024
Q4 		$21.1M Sell
164,208
-3,198
-2% -$414K 1.83% 13
2024
Q3 		$21M Sell
167,406
-114
-0.1% -$13.8K 1.76% 14
2024
Q2 		$19.9M Sell
167,520
-289
-0.2% -$33.2K 1.77% 14
2024
Q1 		$19.3M Buy
167,809
+2,895
+2% +$317K 1.75% 14
2023
Q4 		$17.4M Sell
164,914
-158
-0.1% -$15.5K 1.65% 14
2023
Q3 		$15.5M Sell
165,072
-5,085
-3% -$500K 1.6% 14
2023
Q2 		$16.6M Buy
170,157
+80,346
+89% +$7.43M 2.08% 12
2023
Q1 		$8.13M Sell
89,811
-85,070
-49% -$7.55M 3.03% 8
2022
Q4 		$14.8M Sell
174,881
-18,426
-10% -$1.57M 2.07% 11
2022
Q3 		$15.4M Buy
193,307
+2,418
+1% +$214K 2.46% 12
2022
Q2 		$16M Sell
190,889
-2,855
-1% -$260K 2.35% 11
2022
Q1 		$19.6M Buy
193,744
+473
+0.2% +$47.2K 2.86% 10
2021
Q4 		$20.7M Sell
193,271
-16,404
-8% -$1.71M 3.51% 7
2021
Q3 		$20.6M Buy
209,675
+190,565
+997% +$19.3M 3.88% 6
2021
Q2 		$19.1M Sell
19,110
-162,075
-89% -$15.6M 3.57% 6
2021
Q1 		$16.6M Sell
181,185
-259,973
-59% -$23.3M 3.25% 7
2020
Q4 		$38M Buy
441,158
+5,353
+1% +$434K 6.99% 5
2020
Q3 		$32.9M Sell
435,805
-16,718
-4% -$1.25M 6.8% 6
2020
Q2 		$31.4M Buy
452,523
+7,385
+2% +$483K 6.94% 5
2020
Q1 		$25.5M Buy
445,138
+81,549
+22% +$5.6M 6.4% 7
2019
Q4 		$26.4M Buy
363,589
+29,002
+9% +$2.02M 5.88% 7
2019
Q3 		$22.4M Buy
334,587
+14,497
+5% +$971K 5.49% 7
2019
Q2 		$21.3M Buy
320,090
+2,035
+0.6% +$133K 5.63% 6
2019
Q1 		$20.5M Buy
318,055
+7,556
+2% +$469K 5.58% 6
2018
Q4 		$17.6M Buy
310,499
+78,989
+34% +$4.85M 5.41% 6
2018
Q3 		$15.4M Buy
231,510
+218,088
+1,625% +$14.3M 5.2% 6
2018
Q2 		$839K Sell
13,422
-199
-1% -$12.4K 0.33% 23
2018
Q1 		$824K Buy
13,621
+1,842
+16% +$115K 0.34% 24
2017
Q4 		$720K Buy
11,779
+115
+1% +$6.85K 0.22% 20
2017
Q3 		$672K Buy
+11,664
New +$658K 0.33% 20

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Litman Gregory Wealth Management's ITOT Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q4 2025, selling an estimated $509K and leaving 122,226 shares worth $18.2M. The position accounts for 1.33% of the portfolio, ranked #18.

Litman Gregory Wealth Management first reported a position in ITOT in Q3 2017 and has held it in 34 quarters since. The position peaked at $38M in Q4 2020. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Litman Gregory Wealth Management held 122,226 shares of iShares Core S&P Total US Stock Market ETF worth $18.2M as of Q4 2025.
  • Litman Gregory Wealth Management sold 3,450 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $509K.
  • iShares Core S&P Total US Stock Market ETF made up 1.33% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #18 holding.
  • Litman Gregory Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 34 quarters since.
  • Litman Gregory Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $38M in Q4 2020.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.