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

PSI 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
2025
Q2 		– Sell
-99
Closed -$12.1K – 386
2025
Q1 		$12.1K Sell
99
-50
-34% -$6.44K ﹤0.01% 429
2024
Q4 		$19.2K Sell
149
-325
-69% -$42.1K 0.01% 427
2024
Q3 		$59.5K Hold
474
– – 0.02% 253
2024
Q2 		$56.3K Sell
474
-225
-32% -$25.8K 0.02% 245
2024
Q1 		$80.6K Hold
699
– – 0.03% 200
2023
Q4 		$73.6K Sell
699
-46
-6% -$4.51K 0.03% 218
2023
Q3 		$70.2K Buy
745
+504
+209% +$49.5K 0.03% 217
2023
Q2 		$23.6K Sell
241
-144
-37% -$13.3K 0.01% 364
2023
Q1 		$34.8K Buy
385
+43
+13% +$3.82K 0.02% 264
2022
Q4 		$29K Sell
342
-1,632
-83% -$139K 0.02% 276
2022
Q3 		$157K Sell
1,974
-2,789
-59% -$247K 0.08% 126
2022
Q2 		$399K Sell
4,763
-567
-11% -$51.7K 0.2% 86
2022
Q1 		$538K Buy
5,330
+73
+1% +$7.28K 0.22% 85
2021
Q4 		$562K Buy
5,257
+111
+2% +$11.6K 0.23% 86
2021
Q3 		$506K Buy
5,146
+176
+4% +$17.8K 0.23% 81
2021
Q2 		$490K Sell
4,970
-251
-5% -$24.1K 0.26% 72
2021
Q1 		$478K Buy
5,221
+482
+10% +$43.2K 0.28% 70
2020
Q4 		$408K Sell
4,739
-416
-8% -$33.7K 0.28% 78
2020
Q3 		$389K Sell
5,155
-69
-1% -$5.15K 0.3% 67
2020
Q2 		$362K Buy
5,224
+1
+0% +$65 0.29% 68
2020
Q1 		$294K Buy
5,223
+461
+10% +$31.6K 0.27% 76
2019
Q4 		$346K Buy
+4,762
New +$331K 0.22% 93

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSI Advisors's ITOT Position: Q2 2025 in Review

PSI Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 99 shares — an estimated $12.1K sold.

PSI Advisors first reported a position in ITOT in Q4 2019 and held it in 22 quarters. The position peaked at $562K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • PSI Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 99 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $12.1K.
  • PSI Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $562K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.