Sabal Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sabal Trust’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 Q1	$349K	Hold	2,864	–	–	0.02%	196
2024 Q4	$368K	Hold	2,864	–	–	0.02%	192
2024 Q3	$360K	Hold	2,864	–	–	0.02%	184
2024 Q2	$340K	Hold	2,864	–	–	0.02%	174
2024 Q1	$330K	Hold	2,864	–	–	0.02%	175
2023 Q4	$301K	Hold	2,864	–	–	0.02%	179
2023 Q3	$270K	Hold	2,864	–	–	0.02%	176
2023 Q2	$280K	Hold	2,864	–	–	0.02%	179
2023 Q1	$259K	Sell	2,864 -68	-2%	-$6.04K	0.02%	127
2022 Q4	$249K	Hold	2,932	–	–	0.02%	143
2022 Q3	$233K	Sell	2,932 -217	-7%	-$19.2K	0.02%	146
2022 Q2	$264K	Buy	+3,149	New	+$287K	0.02%	145

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

Sabal Trust's ITOT Position: Q1 2025 in Review

Sabal Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2025 at 2,864 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #196.

Sabal Trust first reported a position in ITOT in Q2 2022 and has held it in 12 quarters since. The position peaked at $368K in Q4 2024. 1,428 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Sabal Trust held 2,864 shares of iShares Core S&P Total US Stock Market ETF worth $349K as of Q1 2025.
Sabal Trust left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2025.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Sabal Trust's portfolio in Q1 2025, its #196 holding.
Sabal Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 12 quarters since.
Sabal Trust's iShares Core S&P Total US Stock Market ETF position peaked at $368K in Q4 2024.
1,428 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.