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Michael A Dubis Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Michael A Dubis Financial Planning’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 		$1.7M Buy
13,942
+3
+0% +$387 1.65% 10
2024
Q4 		$1.79M Buy
+13,939
New +$1.8M 1.73% 10

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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

Michael A Dubis Financial Planning's ITOT Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q1 2025, buying an estimated $387 and bringing the position to 13,942 shares worth $1.7M. The position accounts for 1.65% of the portfolio, ranked #10.

Michael A Dubis Financial Planning first reported a position in ITOT in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.79M in Q4 2024. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Michael A Dubis Financial Planning held 13,942 shares of iShares Core S&P Total US Stock Market ETF worth $1.7M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $387.
  • iShares Core S&P Total US Stock Market ETF made up 1.65% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #10 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's iShares Core S&P Total US Stock Market ETF position peaked at $1.79M in Q4 2024.
  • 1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.