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Safeguard Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Safeguard Financial’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 		$518K Buy
4,244
+1
+0% +$129 0.11% 66
2024
Q4 		$546K Buy
+4,243
New +$549K 0.12% 64
2023
Q3 		– Sell
-564
Closed -$55K – 305
2023
Q2 		$55K Buy
+564
New +$52.1K 0.03% 148

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Safeguard Financial's ITOT Position: Q1 2025 in Review

Safeguard Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q1 2025, buying an estimated $129 and bringing the position to 4,244 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #66.

Safeguard Financial first reported a position in ITOT in Q2 2023 and has held it in 3 quarters since. The position peaked at $546K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Safeguard Financial held 4,244 shares of iShares Core S&P Total US Stock Market ETF worth $518K as of Q1 2025.
  • Safeguard Financial bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2025, an estimated $129.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Safeguard Financial's portfolio in Q1 2025, its #66 holding.
  • Safeguard Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 3 quarters since.
  • Safeguard Financial's iShares Core S&P Total US Stock Market ETF position peaked at $546K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.