Peak Financial Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Peak Financial Management’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
2026 Q1	$2.29M	Sell	16,091 -899	-5%	-$134K	0.58%	31
2025 Q4	$2.53M	Sell	16,990 -181	-1%	-$26.7K	0.65%	29
2025 Q3	$2.5M	Buy	17,171 +82	+0.5%	+$11.5K	0.66%	29
2025 Q2	$2.31M	Buy	17,089 +26	+0.2%	+$3.24K	0.66%	33
2025 Q1	$2.08M	Buy	17,063 +40	+0.2%	+$5.16K	0.62%	33
2024 Q4	$2.19M	Sell	17,023 -130	-0.8%	-$16.8K	0.66%	32
2024 Q3	$2.15M	Buy	17,153 +81	+0.5%	+$9.81K	0.63%	32
2024 Q2	$2.03M	Buy	17,072 +44	+0.3%	+$5.05K	0.63%	32
2024 Q1	$1.96M	Buy	17,028 +19	+0.1%	+$2.08K	0.62%	31
2023 Q4	$1.79M	Buy	17,009 +141	+0.8%	+$13.8K	0.6%	30
2023 Q3	$1.59M	Buy	16,868 +361	+2%	+$35.5K	0.58%	31
2023 Q2	$1.62M	Buy	16,507 +138	+0.8%	+$12.8K	0.58%	33
2023 Q1	$1.48M	Sell	16,369 -8	-0%	-$710	0.55%	31
2022 Q4	$1.39M	Buy	16,377 +269	+2%	+$23K	0.55%	32
2022 Q3	$1.28M	Buy	16,108 +1,225	+8%	+$108K	0.53%	30
2022 Q2	$1.25M	Buy	14,883 +1,579	+12%	+$144K	0.48%	33
2022 Q1	$1.34M	Sell	13,304 -27	-0.2%	-$2.69K	0.45%	36
2021 Q4	$1.43M	Buy	13,331 +389	+3%	+$40.7K	0.46%	34
2021 Q3	$1.27M	Buy	12,942 +473	+4%	+$47.8K	0.43%	34
2021 Q2	$1.23M	Sell	12,469 -1,719	-12%	-$165K	0.42%	35
2021 Q1	$1.3M	Sell	14,188 -419	-3%	-$37.6K	0.47%	33
2020 Q4	$1.26M	Sell	14,607 -3,765	-20%	-$305K	0.47%	32
2020 Q3	$1.39M	Buy	18,372 +847	+5%	+$63.2K	0.6%	32
2020 Q2	$1.22M	Buy	17,525 +6,900	+65%	+$451K	0.57%	32
2020 Q1	$608K	Buy	10,625 +66	+0.6%	+$4.53K	0.31%	35
2019 Q4	$768K	Buy	10,559 +846	+9%	+$58.9K	0.33%	34
2019 Q3	$651K	Buy	9,713 +546	+6%	+$36.6K	0.29%	33
2019 Q2	$611K	Buy	9,167 +679	+8%	+$44.5K	0.27%	33
2019 Q1	$547K	Buy	8,488 +905	+12%	+$56.1K	0.25%	36
2018 Q4	$430K	Buy	7,583 +1,588	+26%	+$97.6K	0.21%	40
2018 Q3	$399K	Buy	5,995 +630	+12%	+$41.3K	0.18%	41
2018 Q2	$335K	Buy	+5,365	New	+$333K	0.15%	44

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Peak Financial Management's ITOT Position: Q1 2026 in Review

Peak Financial Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.3% in Q1 2026, selling an estimated $134K and leaving 16,091 shares worth $2.29M. The position accounts for 0.58% of the portfolio, ranked #31.

Peak Financial Management first reported a position in ITOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.53M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Peak Financial Management held 16,091 shares of iShares Core S&P Total US Stock Market ETF worth $2.29M as of Q1 2026.
Peak Financial Management sold 899 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $134K.
iShares Core S&P Total US Stock Market ETF made up 0.58% of Peak Financial Management's portfolio in Q1 2026, its #31 holding.
Peak Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
Peak Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.53M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.