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

Shepherd 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	–	Sell	-3,879	Closed	-$588K	–	58
2025 Q4	$588K	Hold	3,879	–	–	0.41%	24
2025 Q3	$576K	Sell	3,879 -7	-0.2%	-$982	0.38%	25
2025 Q2	$540K	Sell	3,886 -71	-2%	-$8.86K	0.37%	21
2025 Q1	$483K	Hold	3,957	–	–	0.5%	22
2024 Q4	$509K	Buy	+3,957	New	+$512K	0.5%	32

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 Wealth Management's ITOT Position: Q1 2026 in Review

Shepherd Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 3,879 shares — an estimated $588K sold.

Shepherd Wealth Management first reported a position in ITOT in Q4 2024 and held it in 5 quarters. The position peaked at $588K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Shepherd Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Shepherd Wealth Management sold 3,879 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $588K.
Shepherd Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 5 quarters.
Shepherd Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $588K 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 Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.