SSWM
ITOT icon

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

Sheets Smith 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
Q2 		$6.76M Sell
41,139
-218
-0.5% -$34.6K 0.68% 36
2026
Q1 		$5.89M Sell
41,357
-998
-2% -$148K 0.66% 36
2025
Q4 		$6.3M Sell
42,355
-186
-0.4% -$27.4K 0.69% 35
2025
Q3 		$6.2M Buy
42,541
+8
+0% +$1.12K 0.7% 34
2025
Q2 		$5.74M Sell
42,533
-167
-0.4% -$20.8K 0.67% 35
2025
Q1 		$5.21M Sell
42,700
-507
-1% -$65.3K 0.65% 41
2024
Q4 		$5.56M Sell
43,207
-230
-0.5% -$29.8K 0.68% 37
2024
Q3 		$5.46M Sell
43,437
-372
-0.8% -$45K 0.67% 40
2024
Q2 		$5.2M Buy
43,809
+24
+0.1% +$2.75K 0.62% 38
2024
Q1 		$5.05M Buy
43,785
+8
+0% +$877 0.57% 43
2023
Q4 		$4.61M Sell
43,777
-301
-0.7% -$29.5K 0.66% 41
2023
Q3 		$4.15M Sell
44,078
-100
-0.2% -$9.83K 0.63% 41
2023
Q2 		$4.32M Buy
44,178
+8
+0% +$740 0.63% 40
2023
Q1 		$4M Buy
44,170
+10
+0% +$888 0.61% 44
2022
Q4 		$3.74M Buy
44,160
+125
+0.3% +$10.7K 0.59% 46
2022
Q3 		$3.5M Hold
44,035
– – 0.58% 44
2022
Q2 		$3.69M Buy
44,035
+308
+0.7% +$28.1K 0.61% 44
2022
Q1 		$4.41M Buy
43,727
+3,343
+8% +$333K 0.61% 41
2021
Q4 		$4.32M Sell
40,384
-408
-1% -$42.6K 0.54% 47
2021
Q3 		$4.01M Hold
40,792
– – 0.54% 47
2021
Q2 		$4.03M Sell
40,792
-125
-0.3% -$12K 0.54% 48
2021
Q1 		$3.75M Buy
40,917
+14
+0% +$1.26K 0.55% 50
2020
Q4 		$3.53M Buy
40,903
+977
+2% +$79.1K 0.53% 50
2020
Q3 		$3.01M Sell
39,926
-39
-0.1% -$2.91K 0.52% 53
2020
Q2 		$2.77M Sell
39,965
-528
-1% -$34.5K 0.56% 49
2020
Q1 		$2.32M Buy
40,493
+7,710
+24% +$529K 0.49% 48
2019
Q4 		$2.38M Buy
32,783
+52
+0.2% +$3.62K 0.46% 55
2019
Q3 		$2.19M Buy
32,731
+1,800
+6% +$121K 0.45% 55
2019
Q2 		$2.06M Buy
30,931
+3,930
+15% +$258K 0.42% 70
2019
Q1 		$1.74M Buy
27,001
+11
+0% +$682 0.38% 81
2018
Q4 		$1.53M Buy
26,990
+2,128
+9% +$131K 0.41% 79
2018
Q3 		$1.66M Sell
24,862
-1,913
-7% -$125K 0.34% 77
2018
Q2 		$1.67M Buy
26,775
+200
+0.8% +$12.4K 0.39% 68
2018
Q1 		$1.61M Buy
26,575
+207
+0.8% +$12.9K 0.39% 72
2017
Q4 		$1.61M Buy
26,368
+226
+0.9% +$13.5K 0.38% 75
2017
Q3 		$1.51M Sell
26,142
-187
-0.7% -$10.5K 0.38% 73
2017
Q2 		$1.46M Buy
26,329
+1,100
+4% +$60.4K 0.39% 77
2017
Q1 		$1.36M Buy
25,229
+2,412
+11% +$129K 0.36% 82
2016
Q4 		$1.17M Buy
22,817
+2,756
+14% +$138K 0.33% 84
2016
Q3 		$994K Sell
20,061
-1
-0% -$49 0.28% 99
2016
Q2 		$955K Buy
20,062
+1,408
+8% +$66.4K 0.28% 106
2016
Q1 		$871K Buy
18,654
+7,010
+60% +$309K 0.27% 106
2015
Q4 		$541K Buy
11,644
+802
+7% +$37.6K 0.16% 150
2015
Q3 		$475K Sell
10,842
-796
-7% -$37K 0.16% 138
2015
Q2 		$550K Buy
11,638
+4,204
+57% +$202K 0.15% 158
2015
Q1 		$352K Buy
+7,434
New +$351K 0.1% 180

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return