LPWM LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LPWM LLC’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	$511K	Buy	3,589 +4	+0.1%	+$595	0.13%	66
2025 Q4	$533K	Buy	3,585 +2,175	+154%	+$321K	0.13%	66
2025 Q3	$205K	Buy	+1,410	New	+$198K	0.05%	81
2025 Q1	–	Sell	-1,723	Closed	-$222K	–	86
2024 Q4	$222K	Sell	1,723 -2	-0.1%	-$259	0.07%	75
2024 Q3	$214K	Hold	1,725	–	–	0.07%	74
2024 Q2	$209K	Buy	+1,725	New	+$198K	0.07%	75

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

LPWM LLC's ITOT Position: Q1 2026 in Review

LPWM LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q1 2026, buying an estimated $595 and bringing the position to 3,589 shares worth $511K. The position accounts for 0.13% of the portfolio, ranked #66.

LPWM LLC first reported a position in ITOT in Q2 2024 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

LPWM LLC held 3,589 shares of iShares Core S&P Total US Stock Market ETF worth $511K as of Q1 2026.
LPWM LLC bought 4 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $595.
iShares Core S&P Total US Stock Market ETF made up 0.13% of LPWM LLC's portfolio in Q1 2026, its #66 holding.
LPWM LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
LPWM LLC's iShares Core S&P Total US Stock Market ETF position peaked at $533K in Q4 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 LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.