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

Palo Alto 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 Q3	$201K	Buy	+1,349	New	+$189K	0.06%	64

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Palo Alto Wealth Advisors's ITOT Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025: 1,349 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #64 among its holdings.

1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Palo Alto Wealth Advisors held 1,349 shares of iShares Core S&P Total US Stock Market ETF worth $201K as of Q3 2025.
iShares Core S&P Total US Stock Market ETF was a new Palo Alto Wealth Advisors position in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #64 holding.
1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.