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

SkyOak Wealth’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	$296K	Hold	2,079	–	–	0.05%	181
2025 Q4	$309K	Hold	2,079	–	–	0.06%	175
2025 Q3	$303K	Hold	2,079	–	–	0.06%	187
2025 Q2	$281K	Sell	2,079 -1,018	-33%	-$127K	0.06%	185
2025 Q1	$378K	Buy	3,097 +9	+0.3%	+$1.16K	0.08%	137
2024 Q4	$397K	Buy	3,088 +1,000	+48%	+$129K	0.09%	138
2024 Q3	$262K	Hold	2,088	–	–	0.06%	192
2024 Q2	$248K	Sell	2,088 -28	-1%	-$3.21K	0.06%	201
2024 Q1	$244K	Hold	2,116	–	–	0.06%	211
2023 Q4	$223K	Buy	+2,116	New	+$207K	0.06%	217

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

SkyOak Wealth's ITOT Position: Q1 2026 in Review

SkyOak Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,079 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #181.

SkyOak Wealth first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $397K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

SkyOak Wealth held 2,079 shares of iShares Core S&P Total US Stock Market ETF worth $296K as of Q1 2026.
SkyOak Wealth 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 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #181 holding.
SkyOak Wealth 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.
SkyOak Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $397K in Q4 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.