Premier Path Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Premier Path Wealth Partners’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 Q4	–	Sell	-7,473	Closed	-$1.09M	–	407
2025 Q3	$1.09M	Buy	7,473 +71	+1%	+$9.96K	0.14%	172
2025 Q2	$1,000K	Hold	7,402	–	–	0.14%	171
2025 Q1	$903K	Buy	7,402 +64	+0.9%	+$8.25K	0.14%	173
2024 Q4	$944K	Buy	7,338 +1,223	+20%	+$158K	0.14%	160
2024 Q3	$768K	Buy	6,115 +1,093	+22%	+$132K	0.12%	178
2024 Q2	$597K	Buy	+5,022	New	+$576K	0.1%	198

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Premier Path Wealth Partners's ITOT Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 7,473 shares — an estimated $1.09M sold.

Premier Path Wealth Partners first reported a position in ITOT in Q2 2024 and held it in 6 quarters. The position peaked at $1.09M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Premier Path Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 7,473 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $1.09M.
Premier Path Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.09M in Q3 2025.
1,641 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.