Sensible Money’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sensible Money’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	$336K	Buy	2,361 +19	+0.8%	+$2.83K	0.1%	62
2025 Q4	$348K	Hold	2,342	–	–	0.11%	60
2025 Q3	$341K	Hold	2,342	–	–	0.12%	59
2025 Q2	$316K	Hold	2,342	–	–	0.12%	61
2025 Q1	$286K	Buy	2,342 +504	+27%	+$65K	0.12%	62
2024 Q4	$236K	Hold	1,838	–	–	0.1%	72
2024 Q3	$231K	Hold	1,838	–	–	0.1%	74
2024 Q2	$218K	Buy	+1,838	New	+$211K	0.11%	73

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

Sensible Money's ITOT Position: Q1 2026 in Review

Sensible Money increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.81% in Q1 2026, buying an estimated $2.83K and bringing the position to 2,361 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #62.

Sensible Money first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sensible Money held 2,361 shares of iShares Core S&P Total US Stock Market ETF worth $336K as of Q1 2026.
Sensible Money bought 19 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.83K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Sensible Money's portfolio in Q1 2026, its #62 holding.
Sensible Money first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
Sensible Money's iShares Core S&P Total US Stock Market ETF position peaked at $348K 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 Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.