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

Signet Financial 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	$292K	Hold	2,049	–	–	0.03%	253
2025 Q4	$305K	Buy	2,049 +245	+14%	+$36.2K	0.03%	246
2025 Q3	$263K	Hold	1,804	–	–	0.03%	259
2025 Q2	$244K	Sell	1,804 -22	-1%	-$2.75K	0.03%	265
2025 Q1	$223K	Buy	1,826 +243	+15%	+$31.3K	0.03%	266
2024 Q4	$204K	Buy	+1,583	New	+$205K	0.03%	265
2022 Q2	–	Sell	-2,315	Closed	-$234K	–	253
2022 Q1	$234K	Sell	2,315 -35	-1%	-$3.49K	0.04%	230
2021 Q4	$251K	Sell	2,350 -1,225	-34%	-$128K	0.04%	228
2021 Q3	$352K	Buy	+3,575	New	+$361K	0.06%	203
2021 Q2	–	Sell	-3,418	Closed	-$313K	–	173
2021 Q1	$313K	Buy	3,418 +472	+16%	+$42.3K	0.06%	194
2020 Q4	$254K	Buy	2,946 +98	+3%	+$7.94K	0.05%	199
2020 Q3	$222K	Buy	2,848 +1	+0%	+$75	0.05%	203
2020 Q2	$215K	Buy	+2,847	New	+$186K	0.05%	200
2020 Q1	–	Sell	-3,481	Closed	-$253K	–	245
2019 Q4	$253K	Buy	+3,481	New	+$242K	0.05%	219
2018 Q4	–	Sell	-9,736	Closed	-$649K	–	527
2018 Q3	$649K	Sell	9,736 -362	-4%	-$23.7K	0.11%	148
2018 Q2	$631K	Buy	+10,098	New	+$627K	0.11%	151

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Signet Financial Management's ITOT Position: Q1 2026 in Review

Signet Financial Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,049 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #253.

Signet Financial Management first reported a position in ITOT in Q2 2018 and has held it in 16 quarters since. The position peaked at $649K in Q3 2018. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Signet Financial Management held 2,049 shares of iShares Core S&P Total US Stock Market ETF worth $292K as of Q1 2026.
Signet Financial Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #253 holding.
Signet Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 16 quarters since.
Signet Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $649K in Q3 2018.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.