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

Plan A Wealth’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 		– Sell
-1,612
Closed -$218K – 177
2025
Q2 		$218K Buy
+1,612
New +$201K 0.12% 133
2025
Q1 		– Sell
-1,947
Closed -$250K – 125
2024
Q4 		$250K Buy
+1,947
New +$252K 0.23% 72

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Plan A Wealth's ITOT Position: Q3 2025 in Review

Plan A Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 1,612 shares — an estimated $218K sold.

Plan A Wealth first reported a position in ITOT in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 1,521 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Plan A Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Plan A Wealth sold 1,612 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $218K.
  • Plan A Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Plan A Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $250K in Q4 2024.
  • 1,521 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Plan A Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.