Long Run Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Long Run Wealth Advisors’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	$503K	Buy	3,384 +552	+19%	+$81.5K	0.09%	77
2025 Q3	$412K	Buy	2,832 +216	+8%	+$30.3K	0.08%	79
2025 Q2	$353K	Sell	2,616 -38	-1%	-$4.74K	0.07%	83
2025 Q1	$324K	Sell	2,654 -111	-4%	-$14.3K	0.07%	83
2024 Q4	$356K	Sell	2,765 -616	-18%	-$79.8K	0.09%	80
2024 Q3	$425K	Buy	3,381 +1,621	+92%	+$196K	0.1%	77
2024 Q2	$209K	Sell	1,760 -259	-13%	-$29.7K	0.05%	99
2024 Q1	$233K	Hold	2,019	–	–	0.06%	88
2023 Q4	$212K	Buy	+2,019	New	+$198K	0.06%	88
2023 Q3	–	Sell	-2,182	Closed	-$213K	–	89
2023 Q2	$213K	Buy	+2,182	New	+$202K	0.07%	91
2022 Q1	–	Sell	-2,022	Closed	-$216K	–	97
2021 Q4	$216K	Buy	+2,022	New	+$211K	0.08%	97

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Long Run Wealth Advisors's ITOT Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q4 2025, buying an estimated $81.5K and bringing the position to 3,384 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #77.

Long Run Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Long Run Wealth Advisors held 3,384 shares of iShares Core S&P Total US Stock Market ETF worth $503K as of Q4 2025.
Long Run Wealth Advisors bought 552 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $81.5K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Long Run Wealth Advisors's portfolio in Q4 2025, its #77 holding.
Long Run Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.