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

Principia Wealth Advisory’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	$363K	Sell	2,442 -36	-1%	-$5.31K	0.23%	54
2025 Q3	$361K	Sell	2,478 -24	-1%	-$3.37K	0.25%	54
2025 Q2	$338K	Sell	2,502 -108	-4%	-$13.5K	0.29%	42
2025 Q1	$309K	Hold	2,610	–	–	0.3%	34
2024 Q4	$336K	Buy	+2,610	New	+$338K	0.32%	32

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Principia Wealth Advisory's ITOT Position: Q4 2025 in Review

Principia Wealth Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q4 2025, selling an estimated $5.31K and leaving 2,442 shares worth $363K. The position accounts for 0.23% of the portfolio, ranked #54.

Principia Wealth Advisory first reported a position in ITOT in Q4 2024 and has held it in 5 quarters since. 1,645 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Principia Wealth Advisory held 2,442 shares of iShares Core S&P Total US Stock Market ETF worth $363K as of Q4 2025.
Principia Wealth Advisory sold 36 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $5.31K.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Principia Wealth Advisory's portfolio in Q4 2025, its #54 holding.
Principia Wealth Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
1,645 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.