Schrum Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Schrum Private Wealth Management’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
2026 Q1	$2.96M	Buy	20,749 +709	+4%	+$105K	2.25%	8
2025 Q4	$2.98M	Buy	20,040 +552	+3%	+$81.5K	2.2%	8
2025 Q3	$2.84M	Buy	19,488 +959	+5%	+$134K	2.08%	8
2025 Q2	$2.5M	Buy	18,529 +1,550	+9%	+$193K	2.01%	9
2025 Q1	$2.07M	Buy	16,979 +743	+5%	+$95.8K	1.82%	11
2024 Q4	$2.09M	Sell	16,236 -1,296	-7%	-$168K	1.77%	11
2024 Q3	$2.2M	Buy	17,532 +5,110	+41%	+$619K	1.14%	21
2024 Q2	$1.48M	Buy	12,422 +1,172	+10%	+$135K	1.33%	20
2024 Q1	$1.3M	Buy	11,250 +6,774	+151%	+$743K	1.18%	23
2023 Q4	$471K	Sell	4,476 -3,087	-41%	-$303K	0.67%	45
2023 Q3	$712K	Buy	7,563 +126	+2%	+$12.4K	0.81%	37
2023 Q2	$728K	Buy	7,437 +106	+1%	+$9.8K	0.79%	38
2023 Q1	$664K	Sell	7,331 -43	-0.6%	-$3.82K	0.77%	38
2022 Q4	$625K	Sell	7,374 -163	-2%	-$13.9K	0.74%	37
2022 Q3	$600K	Buy	7,537 +3	+0%	+$265	0.76%	36
2022 Q2	$631K	Sell	7,534 -608	-7%	-$55.4K	0.71%	39
2022 Q1	$782K	Buy	8,142 +927	+13%	+$92.4K	0.79%	38
2021 Q4	$772K	Buy	+7,215	New	+$754K	0.7%	41

Other funds holding ITOT

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Schrum Private Wealth Management's ITOT Position: Q1 2026 in Review

Schrum Private Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q1 2026, buying an estimated $105K and bringing the position to 20,749 shares worth $2.96M. The position accounts for 2.25% of the portfolio, ranked #8.

Schrum Private Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.98M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Schrum Private Wealth Management held 20,749 shares of iShares Core S&P Total US Stock Market ETF worth $2.96M as of Q1 2026.
Schrum Private Wealth Management bought 709 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $105K.
iShares Core S&P Total US Stock Market ETF made up 2.25% of Schrum Private Wealth Management's portfolio in Q1 2026, its #8 holding.
Schrum Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.98M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.