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

Sand Hill Global 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
Q3 		– Sell
-16,672
Closed -$2.25M – 203
2025
Q2 		$2.25M Hold
16,672
– – 0.08% 99
2025
Q1 		$2.03M Hold
16,672
– – 0.08% 97
2024
Q4 		$2.14M Hold
16,672
– – 0.09% 93
2024
Q3 		$2.09M Sell
16,672
-487
-3% -$59K 0.09% 92
2024
Q2 		$2.04M Buy
+17,159
New +$1.97M 0.09% 93

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Sand Hill Global Advisors's ITOT Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 16,672 shares — an estimated $2.25M sold.

Sand Hill Global Advisors first reported a position in ITOT in Q2 2024 and held it in 5 quarters. The position peaked at $2.25M in Q2 2025. 1,523 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Sand Hill Global Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 16,672 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $2.25M.
  • Sand Hill Global Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 5 quarters.
  • Sand Hill Global Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.25M in Q2 2025.
  • 1,523 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.