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

Optimum Investment 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
Q3 		$378K Buy
2,594
+45
+2% +$6.31K 0.15% 127
2025
Q2 		$344K Buy
2,549
+42
+2% +$5.24K 0.15% 129
2025
Q1 		$306K Sell
2,507
-1,197
-32% -$154K 0.14% 133
2024
Q4 		$476K Buy
3,704
+33
+0.9% +$4.27K 0.21% 98
2024
Q3 		$461K Buy
3,671
+366
+11% +$44.3K 0.2% 107
2024
Q2 		$393K Buy
3,305
+23
+0.7% +$2.64K 0.18% 120
2024
Q1 		$378K Buy
3,282
+22
+0.7% +$2.41K 0.17% 123
2023
Q4 		$343K Buy
3,260
+234
+8% +$22.9K 0.17% 122
2023
Q3 		$285K Buy
3,026
+17
+0.6% +$1.67K 0.15% 146
2023
Q2 		$294K Buy
3,009
+2,465
+453% +$228K 0.14% 145
2023
Q1 		$49.3K Buy
544
+19
+4% +$1.69K 0.03% 367
2022
Q4 		$44.5K Buy
525
+23
+5% +$1.96K 0.02% 394
2022
Q3 		$40K Buy
502
+16
+3% +$1.42K 0.02% 412
2022
Q2 		$41K Buy
486
+18
+4% +$1.64K 0.02% 425
2022
Q1 		$47K Buy
468
+14
+3% +$1.4K 0.02% 440
2021
Q4 		$49K Buy
454
+19
+4% +$1.99K 0.02% 463
2021
Q3 		$43K Buy
435
+425
+4,250% +$43K 0.02% 479
2021
Q2 		$1K Buy
10
+2
+25% +$192 ﹤0.01% 885
2021
Q1 		$1K Buy
8
+3
+60% +$269 ﹤0.01% 892
2020
Q4 		$0 Buy
5
+4
+400% +$324 ﹤0.01% 912
2020
Q3 		$0 Hold
1
– – ﹤0.01% 900
2020
Q2 		$0 Buy
+1
New +$65 ﹤0.01% 892

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Optimum Investment Advisors's ITOT Position: Q3 2025 in Review

Optimum Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q3 2025, buying an estimated $6.31K and bringing the position to 2,594 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #127.

Optimum Investment Advisors first reported a position in ITOT in Q2 2020 and has held it in 22 quarters since. The position peaked at $476K in Q4 2024. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Optimum Investment Advisors held 2,594 shares of iShares Core S&P Total US Stock Market ETF worth $378K as of Q3 2025.
  • Optimum Investment Advisors bought 45 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $6.31K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Optimum Investment Advisors's portfolio in Q3 2025, its #127 holding.
  • Optimum Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 22 quarters since.
  • Optimum Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $476K in Q4 2024.
  • 1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.