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

Marcum Wealth’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 Q1	$419K	Sell	3,437 -224	-6%	-$28.9K	0.04%	217
2024 Q4	$471K	Hold	3,661	–	–	0.04%	207
2024 Q3	$460K	Hold	3,661	–	–	0.04%	216
2024 Q2	$435K	Sell	3,661 -42	-1%	-$4.82K	0.04%	218
2024 Q1	$427K	Buy	3,703 +135	+4%	+$14.8K	0.04%	215
2023 Q4	$375K	Hold	3,568	–	–	0.04%	220
2023 Q3	$336K	Buy	3,568 +586	+20%	+$57.6K	0.04%	221
2023 Q2	$292K	Sell	2,982 -122	-4%	-$11.3K	0.03%	251
2023 Q1	$281K	Hold	3,104	–	–	0.04%	255
2022 Q4	$263K	Sell	3,104 -1	-0%	-$85	0.03%	265
2022 Q3	$247K	Buy	3,105 +23	+0.7%	+$2.03K	0.04%	265
2022 Q2	$258K	Buy	3,082 +292	+10%	+$26.6K	0.04%	260
2022 Q1	$282K	Buy	2,790 +2	+0.1%	+$199	0.04%	253
2021 Q4	$298K	Sell	2,788 -74	-3%	-$7.74K	0.04%	255
2021 Q3	$282K	Buy	+2,862	New	+$289K	0.04%	248

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

Marcum Wealth's ITOT Position: Q1 2025 in Review

Marcum Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.1% in Q1 2025, selling an estimated $28.9K and leaving 3,437 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #217.

Marcum Wealth first reported a position in ITOT in Q3 2021 and has held it in 15 quarters since. The position peaked at $471K in Q4 2024. 1,428 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Marcum Wealth held 3,437 shares of iShares Core S&P Total US Stock Market ETF worth $419K as of Q1 2025.
Marcum Wealth sold 224 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $28.9K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #217 holding.
Marcum Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 15 quarters since.
Marcum Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $471K in Q4 2024.
1,428 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.