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Plum Street Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Plum Street 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
2024
Q4 		– Sell
-2,103
Closed -$264K – 86
2024
Q3 		$264K Sell
2,103
-81
-4% -$9.81K 0.13% 76
2024
Q2 		$259K Buy
2,184
+81
+4% +$9.3K 0.15% 61
2024
Q1 		$264K Buy
+2,103
New +$231K 0.13% 76

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Plum Street Advisors's ITOT Position: Q4 2024 in Review

Plum Street Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 2,103 shares — an estimated $264K sold.

Plum Street Advisors first reported a position in ITOT in Q1 2024 and held it in 3 quarters. The position peaked at $264K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Plum Street Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Plum Street Advisors sold 2,103 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $264K.
  • Plum Street Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and held it in 3 quarters.
  • Plum Street Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $264K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Plum Street Advisors's 13F filing for Q4 2024, filed 29 May 2025.