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Smith Shellnut Wilson’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Smith Shellnut Wilson’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
2025
Q3 		$14.2M Sell
97,258
-662
-0.7% -$92.8K 5.44% 4
2025
Q2 		$13.2M Buy
97,920
+1
+0% +$125 5.73% 5
2025
Q1 		$11.9M Buy
97,919
+12,938
+15% +$1.67M 5.48% 4
2024
Q4 		$10.9M Sell
84,981
-20,387
-19% -$2.64M 4.84% 4
2024
Q3 		$13.2M Sell
105,368
-517
-0.5% -$62.6K 5.98% 3
2024
Q2 		$12.6M Sell
105,885
-724
-0.7% -$83.1K 6.11% 3
2024
Q1 		$12.3M Sell
106,609
-131
-0.1% -$14.4K 6.52% 2
2023
Q4 		$11.2M Sell
106,740
-607
-0.6% -$59.5K 6.44% 2
2023
Q3 		$10.1M Sell
107,347
-716
-0.7% -$70.4K 6.19% 3
2023
Q2 		$10.6M Sell
108,063
-4,223
-4% -$390K 5.96% 3
2023
Q1 		$10.2M Sell
112,286
-3,667
-3% -$326K 6.18% 3
2022
Q4 		$9.83M Sell
115,953
-119
-0.1% -$10.2K 6.07% 3
2022
Q3 		$9.23M Buy
116,072
+11,616
+11% +$1.03M 6.14% 3
2022
Q2 		$8.75M Buy
104,456
+2,428
+2% +$221K 5.42% 3
2022
Q1 		$10.3M Sell
102,028
-6,916
-6% -$690K 5.39% 4
2021
Q4 		$11.7M Buy
108,944
+1,022
+0.9% +$107K 5.77% 4
2021
Q3 		$10.6M Buy
107,922
+19,207
+22% +$1.94M 6.14% 3
2021
Q2 		$8.76M Sell
88,715
-3,261
-4% -$314K 5.1% 4
2021
Q1 		$8.43M Sell
91,976
-670
-0.7% -$60.1K 5.14% 4
2020
Q4 		$7.99M Buy
92,646
+20,957
+29% +$1.7M 4.76% 3
2020
Q3 		$5.41K Buy
71,689
+1,264
+2% +$94.3K 2.02% 12
2020
Q2 		$4.89M Buy
70,425
+656
+0.9% +$42.9K 3.5% 9
2020
Q1 		$3.99M Buy
69,769
+12,724
+22% +$873K 3.35% 9
2019
Q4 		$4.15M Buy
57,045
+3,688
+7% +$257K 2.76% 9
2019
Q3 		$3.58M Sell
53,357
-2,807
-5% -$188K 2.65% 10
2019
Q2 		$3.74M Buy
56,164
+10,750
+24% +$704K 2.81% 9
2019
Q1 		$2.92M Buy
45,414
+32,299
+246% +$2M 2.32% 13
2018
Q4 		$744K Buy
13,115
+871
+7% +$53.5K 0.8% 27
2018
Q3 		$816K Buy
+12,244
New +$802K 0.73% 28
2018
Q1 		$624K Buy
10,314
+5,366
+108% +$335K 0.54% 36
2017
Q4 		$303K Sell
4,948
-299
-6% -$17.8K 0.26% 86
2017
Q3 		$302K Buy
+5,247
New +$296K 0.27% 80

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Smith Shellnut Wilson's ITOT Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.68% in Q3 2025, selling an estimated $92.8K and leaving 97,258 shares worth $14.2M. The position accounts for 5.44% of the portfolio, ranked #4.

Smith Shellnut Wilson first reported a position in ITOT in Q3 2017 and has held it in 32 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Smith Shellnut Wilson held 97,258 shares of iShares Core S&P Total US Stock Market ETF worth $14.2M as of Q3 2025.
  • Smith Shellnut Wilson sold 662 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $92.8K.
  • iShares Core S&P Total US Stock Market ETF made up 5.44% of Smith Shellnut Wilson's portfolio in Q3 2025, its #4 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 32 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.