Sittner & Nelson’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sittner & Nelson’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	$234K	Hold	1,645	–	–	0.09%	154
2025 Q4	$249K	Hold	1,645	–	–	0.09%	147
2025 Q3	$240K	Hold	1,645	–	–	0.09%	134
2025 Q2	$222K	Hold	1,645	–	–	0.09%	134
2025 Q1	$201K	Buy	1,645 +75	+5%	+$9.67K	0.09%	140
2024 Q4	$202K	Hold	1,570	–	–	0.09%	128
2024 Q3	$197K	Hold	1,570	–	–	0.09%	133
2024 Q2	$186K	Hold	1,570	–	–	0.09%	119
2024 Q1	$181K	Hold	1,570	–	–	0.09%	125
2023 Q4	$165K	Hold	1,570	–	–	0.09%	130
2023 Q3	$148K	Hold	1,570	–	–	0.09%	133
2023 Q2	$154K	Hold	1,570	–	–	0.08%	125
2023 Q1	$142K	Hold	1,570	–	–	0.08%	141
2022 Q4	$133K	Hold	1,570	–	–	0.08%	143
2022 Q3	$125K	Hold	1,570	–	–	0.08%	135
2022 Q2	$132K	Hold	1,570	–	–	0.09%	124
2022 Q1	$158K	Hold	1,570	–	–	0.09%	116
2021 Q4	$168K	Hold	1,570	–	–	0.1%	114
2021 Q3	$154K	Buy	+1,570	New	+$159K	0.1%	108

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

Sittner & Nelson's ITOT Position: Q1 2026 in Review

Sittner & Nelson held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,645 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #154.

Sittner & Nelson first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $249K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sittner & Nelson held 1,645 shares of iShares Core S&P Total US Stock Market ETF worth $234K as of Q1 2026.
Sittner & Nelson 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 0.09% of Sittner & Nelson's portfolio in Q1 2026, its #154 holding.
Sittner & Nelson first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
Sittner & Nelson's iShares Core S&P Total US Stock Market ETF position peaked at $249K 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 Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.