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Moment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Moment Partners’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 		– Sell
-3,623
Closed -$528K – 116
2025
Q3 		$528K Buy
3,623
+44
+1% +$6.17K 0.09% 66
2025
Q2 		$483K Sell
3,579
-1,315
-27% -$164K 0.09% 67
2025
Q1 		$597K Buy
+4,894
New +$631K 0.12% 51

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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

Moment Partners's ITOT Position: Q4 2025 in Review

Moment Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 3,623 shares — an estimated $528K sold.

Moment Partners first reported a position in ITOT in Q1 2025 and held it in 3 quarters. The position peaked at $597K in Q1 2025. 1,641 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Moment Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Moment Partners sold 3,623 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $528K.
  • Moment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 3 quarters.
  • Moment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $597K in Q1 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Moment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.