Lodestar Private Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lodestar Private Asset 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	$484K	Sell	3,395 -15	-0.4%	-$2.23K	0.05%	156
2025 Q4	$507K	Sell	3,410 -120	-3%	-$17.7K	0.05%	149
2025 Q3	$514K	Sell	3,530 -98	-3%	-$13.7K	0.05%	149
2025 Q2	$490K	Sell	3,628 -336	-8%	-$41.9K	0.06%	142
2025 Q1	$484K	Buy	3,964 +1	+0%	+$129	0.06%	141
2024 Q4	$510K	Buy	3,963 +197	+5%	+$25.5K	0.06%	137
2024 Q3	$473K	Buy	3,766 +510	+16%	+$61.7K	0.06%	143
2024 Q2	$387K	Sell	3,256 -111	-3%	-$12.7K	0.05%	151
2024 Q1	$388K	Buy	3,367 +506	+18%	+$55.5K	0.06%	152
2023 Q4	$301K	Buy	2,861 +14	+0.5%	+$1.37K	0.05%	165
2023 Q3	$268K	Sell	2,847 -40	-1%	-$3.93K	0.05%	165
2023 Q2	$282K	Sell	2,887 -213	-7%	-$19.7K	0.05%	166
2023 Q1	$281K	Buy	3,100 +13	+0.4%	+$1.15K	0.05%	160
2022 Q4	$262K	Buy	+3,087	New	+$263K	0.05%	168

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

Lodestar Private Asset Management's ITOT Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.44% in Q1 2026, selling an estimated $2.23K and leaving 3,395 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #156.

Lodestar Private Asset Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $514K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Lodestar Private Asset Management held 3,395 shares of iShares Core S&P Total US Stock Market ETF worth $484K as of Q1 2026.
Lodestar Private Asset Management sold 15 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.23K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q1 2026, its #156 holding.
Lodestar Private Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $514K 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 Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.