Shepherd Financial Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Shepherd Financial Partners’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	$369K	Buy	2,590 +140	+6%	+$20.8K	0.04%	185
2025 Q4	$364K	Hold	2,450	–	–	0.03%	186
2025 Q3	$357K	Hold	2,450	–	–	0.03%	186
2025 Q2	$331K	Hold	2,450	–	–	0.04%	192
2025 Q1	$299K	Hold	2,450	–	–	0.04%	186
2024 Q4	$315K	Hold	2,450	–	–	0.04%	173
2024 Q3	$308K	Hold	2,450	–	–	0.04%	179
2024 Q2	$291K	Hold	2,450	–	–	0.04%	181
2024 Q1	$282K	Hold	2,450	–	–	0.04%	187
2023 Q4	$258K	Buy	+2,450	New	+$240K	0.04%	186

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

Shepherd Financial Partners's ITOT Position: Q1 2026 in Review

Shepherd Financial Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.7% in Q1 2026, buying an estimated $20.8K and bringing the position to 2,590 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #185.

Shepherd Financial Partners first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Shepherd Financial Partners held 2,590 shares of iShares Core S&P Total US Stock Market ETF worth $369K as of Q1 2026.
Shepherd Financial Partners bought 140 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $20.8K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #185 holding.
Shepherd Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.