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

ORG 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	$372K	Buy	2,500 +212	+9%	+$31.3K	0.07%	241
2025 Q3	$333K	Buy	2,288 +93	+4%	+$13K	0.06%	256
2025 Q2	$297K	Buy	2,195 +225	+11%	+$28.1K	0.06%	247
2025 Q1	$241K	Sell	1,970 -87,299	-98%	-$11.3M	0.06%	243
2024 Q4	$11.5M	Buy	89,269 +887	+1%	+$115K	1.56%	16
2024 Q3	$11.1M	Buy	88,382 +19,321	+28%	+$2.34M	1.78%	12
2024 Q2	$8.21M	Buy	+69,061	New	+$7.93M	1.02%	18
2024 Q1	–	Sell	-77,497	Closed	-$8.15M	–	794
2023 Q4	$8.15M	Buy	77,497 +74,253	+2,289%	+$7.28M	1.36%	15
2023 Q3	$306K	Sell	3,244 -77,849	-96%	-$7.65M	0.09%	223
2023 Q2	$7.95M	Buy	81,093 +6,503	+9%	+$601K	1.29%	15
2023 Q1	$6.77M	Buy	+74,590	New	+$6.62M	1.65%	13

Other funds holding ITOT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Betterment LLC New York $52.8B AUM 15.34% 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

ORG Partners's ITOT Position: Q4 2025 in Review

ORG Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.3% in Q4 2025, buying an estimated $31.3K and bringing the position to 2,500 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #241.

ORG Partners first reported a position in ITOT in Q1 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q4 2024. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

ORG Partners held 2,500 shares of iShares Core S&P Total US Stock Market ETF worth $372K as of Q4 2025.
ORG Partners bought 212 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $31.3K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #241 holding.
ORG Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Core S&P Total US Stock Market ETF position peaked at $11.5M in Q4 2024.
1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.