OWA
ITOT icon

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

Octavia 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 		– Sell
-1,615
Closed -$235K – 262
2025
Q3 		$235K Buy
+1,615
New +$226K 0.02% 228

Other funds holding ITOT

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

Octavia Wealth Advisors's ITOT Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,615 shares — an estimated $235K sold.

Octavia Wealth Advisors first reported a position in ITOT in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 1,615 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $235K.
  • Octavia Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $235K in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.