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Planning Directions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Planning Directions’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 		$256K Sell
1,796
-103
-5% -$15.3K 0.13% 90
2025
Q4 		$282K Buy
1,899
+6
+0.3% +$885 0.14% 75
2025
Q3 		$276K Sell
1,893
-18
-0.9% -$2.52K 0.14% 73
2025
Q2 		$258K Sell
1,911
-995
-34% -$124K 0.15% 70
2025
Q1 		$355K Sell
2,906
-158
-5% -$20.4K 0.15% 84
2024
Q4 		$394K Sell
3,064
-712
-19% -$92.2K 0.23% 52
2024
Q3 		$474K Sell
3,776
-467
-11% -$56.5K 0.28% 44
2024
Q2 		$504K Sell
4,243
-76
-2% -$8.72K 0.34% 38
2024
Q1 		$498K Buy
4,319
+12
+0.3% +$1.32K 0.35% 40
2023
Q4 		$453K Buy
4,307
+197
+5% +$19.3K 0.32% 41
2023
Q3 		$387K Sell
4,110
-1,309
-24% -$129K 0.3% 39
2023
Q2 		$530K Buy
5,419
+126
+2% +$11.6K 0.39% 37
2023
Q1 		$479K Buy
5,293
+21
+0.4% +$1.86K 0.36% 41
2022
Q4 		$447K Sell
5,272
-219
-4% -$18.7K 0.34% 43
2022
Q3 		$437K Buy
5,491
+26
+0.5% +$2.3K 0.35% 40
2022
Q2 		$458K Sell
5,465
-84
-2% -$7.65K 0.35% 38
2022
Q1 		$560K Buy
5,549
+17
+0.3% +$1.7K 0.39% 37
2021
Q4 		$592K Sell
5,532
-118
-2% -$12.3K 0.39% 39
2021
Q3 		$556K Sell
5,650
-84
-1% -$8.49K 0.4% 37
2021
Q2 		$566K Sell
5,734
-161
-3% -$15.5K 0.41% 37
2021
Q1 		$540K Sell
5,895
-116
-2% -$10.4K 0.42% 37
2020
Q4 		$518K Buy
6,011
+23
+0.4% +$1.86K 0.42% 36
2020
Q3 		$452K Sell
5,988
-287
-5% -$21.4K 0.4% 36
2020
Q2 		$436K Sell
6,275
-6,690
-52% -$437K 0.41% 38
2020
Q1 		$742K Buy
12,965
+6,955
+116% +$477K 1.04% 28
2019
Q4 		$437K Buy
6,010
+8
+0.1% +$557 0.4% 34
2019
Q3 		$403K Sell
6,002
-263
-4% -$17.6K 0.39% 37
2019
Q2 		$417K Sell
6,265
-293
-4% -$19.2K 0.42% 38
2019
Q1 		$422K Sell
6,558
-176
-3% -$10.9K 0.5% 36
2018
Q4 		$382K Buy
6,734
+69
+1% +$4.24K 0.47% 37
2018
Q3 		$444K Buy
6,665
+337
+5% +$22.1K 0.41% 34
2018
Q2 		$396K Sell
6,328
-124
-2% -$7.71K 0.38% 37
2018
Q1 		$390K Buy
+6,452
New +$403K 0.38% 36

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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Planning Directions's ITOT Position: Q1 2026 in Review

Planning Directions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.4% in Q1 2026, selling an estimated $15.3K and leaving 1,796 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #90.

Planning Directions first reported a position in ITOT in Q1 2018 and has held it in 33 quarters since. The position peaked at $742K in Q1 2020. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Planning Directions held 1,796 shares of iShares Core S&P Total US Stock Market ETF worth $256K as of Q1 2026.
  • Planning Directions sold 103 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $15.3K.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Planning Directions's portfolio in Q1 2026, its #90 holding.
  • Planning Directions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Planning Directions's iShares Core S&P Total US Stock Market ETF position peaked at $742K in Q1 2020.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.