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

Schechter Investment 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 Q1	$1.85M	Buy	15,184 +5,905	+64%	+$761K	0.15%	126
2024 Q4	$1.19M	Sell	9,279 -2,277	-20%	-$295K	0.09%	208
2024 Q3	$1.45M	Sell	11,556 -417	-3%	-$50.5K	0.11%	182
2024 Q2	$1.42M	Hold	11,973	–	–	0.11%	180
2024 Q1	$1.38M	Buy	11,973 +2,818	+31%	+$309K	0.1%	188
2023 Q4	$963K	Hold	9,155	–	–	0.08%	237
2023 Q3	$862K	Hold	9,155	–	–	0.08%	246
2023 Q2	$896K	Hold	9,155	–	–	0.08%	263
2023 Q1	$829K	Hold	9,155	–	–	0.08%	293
2022 Q4	$776K	Hold	9,155	–	–	0.07%	370
2022 Q3	$728K	Sell	9,155 -5	-0.1%	-$442	0.07%	385
2022 Q2	$767K	Buy	9,160 +2,065	+29%	+$188K	0.07%	372
2022 Q1	$716K	Sell	7,095 -253	-3%	-$25.2K	0.07%	417
2021 Q4	$786K	Buy	+7,348	New	+$768K	0.07%	379

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

Schechter Investment Advisors's ITOT Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 64% in Q1 2025, buying an estimated $761K and bringing the position to 15,184 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #126.

Schechter Investment Advisors first reported a position in ITOT in Q4 2021 and has held it in 14 quarters since. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Schechter Investment Advisors held 15,184 shares of iShares Core S&P Total US Stock Market ETF worth $1.85M as of Q1 2025.
Schechter Investment Advisors bought 5,905 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $761K.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #126 holding.
Schechter Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.