Relyea Zuckerberg Hanson’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Relyea Zuckerberg Hanson’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	-1,858	Closed	-$271K	–	270
2025 Q3	$271K	Buy	1,858 +2	+0.1%	+$280	0.03%	227
2025 Q2	$251K	Buy	1,856 +2	+0.1%	+$250	0.03%	230
2025 Q1	$226K	Buy	1,854 +1	+0.1%	+$129	0.03%	238
2024 Q4	$238K	Buy	1,853 +3	+0.2%	+$388	0.03%	237
2024 Q3	$232K	Buy	1,850 +2	+0.1%	+$242	0.04%	226
2024 Q2	$220K	Buy	1,848 +4	+0.2%	+$459	0.04%	216
2024 Q1	$213K	Buy	+1,844	New	+$202K	0.04%	219

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

Relyea Zuckerberg Hanson's ITOT Position: Q4 2025 in Review

Relyea Zuckerberg Hanson sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,858 shares — an estimated $271K sold.

Relyea Zuckerberg Hanson first reported a position in ITOT in Q1 2024 and held it in 7 quarters. The position peaked at $271K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Relyea Zuckerberg Hanson reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 1,858 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $271K.
Relyea Zuckerberg Hanson first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and held it in 7 quarters.
Relyea Zuckerberg Hanson's iShares Core S&P Total US Stock Market ETF position peaked at $271K in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2025, filed 20 Jan 2026.