Seven Mile Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Seven Mile Advisory’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	–	Sell	-5,949	Closed	-$885K	–	241
2025 Q4	$885K	Buy	5,949 +20	+0.3%	+$2.95K	0.15%	75
2025 Q3	$864K	Buy	+5,929	New	+$831K	0.14%	80

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

Seven Mile Advisory's ITOT Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 5,949 shares — an estimated $885K sold.

Seven Mile Advisory first reported a position in ITOT in Q3 2025 and held it in 2 quarters. The position peaked at $885K in Q4 2025. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Seven Mile Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 5,949 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $885K.
Seven Mile Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $885K in Q4 2025.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.