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

Smithbridge Asset 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	$342K	Sell	2,400 -2,400	-50%	-$357K	0.05%	155
2025 Q4	$714K	Buy	4,800 +2,400	+100%	+$354K	0.06%	127
2025 Q3	$350K	Hold	2,400	–	–	0.05%	134
2025 Q2	$324K	Hold	2,400	–	–	0.06%	109
2025 Q1	$293K	Buy	+2,400	New	+$309K	0.05%	111
2024 Q3	$301K	Hold	2,400	–	–	0.05%	122
2024 Q2	$285K	Hold	2,400	–	–	0.06%	126
2024 Q1	$277K	Hold	2,400	–	–	0.06%	126
2023 Q4	$253K	Hold	2,400	–	–	0.06%	131
2023 Q3	$226K	Hold	2,400	–	–	0.06%	133
2023 Q2	$235K	Hold	2,400	–	–	0.06%	133
2023 Q1	$217K	Hold	2,400	–	–	0.05%	137
2022 Q4	$204K	Buy	+2,400	New	+$205K	0.05%	134
2022 Q3	–	Sell	-2,400	Closed	-$201K	–	99
2022 Q2	$201K	Hold	2,400	–	–	0.08%	98
2022 Q1	$242K	Hold	2,400	–	–	0.08%	94
2021 Q4	$257K	Hold	2,400	–	–	0.08%	103
2021 Q3	$236K	Hold	2,400	–	–	0.08%	103
2021 Q2	$237K	Hold	2,400	–	–	0.08%	103
2021 Q1	$220K	Hold	2,400	–	–	0.09%	82
2020 Q4	$207K	Buy	+2,400	New	+$194K	0.1%	82
2020 Q3	–	Sell	-3,646	Closed	-$253K	–	84
2020 Q2	$253K	Hold	3,646	–	–	0.14%	77
2020 Q1	$209K	Buy	3,646 +766	+27%	+$52.6K	0.14%	78
2019 Q4	$209K	Buy	+2,880	New	+$200K	0.11%	80

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

Smithbridge Asset Management's ITOT Position: Q1 2026 in Review

Smithbridge Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 50% in Q1 2026, selling an estimated $357K and leaving 2,400 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #155.

Smithbridge Asset Management first reported a position in ITOT in Q4 2019 and has held it in 23 quarters since. The position peaked at $714K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Smithbridge Asset Management held 2,400 shares of iShares Core S&P Total US Stock Market ETF worth $342K as of Q1 2026.
Smithbridge Asset Management sold 2,400 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $357K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q1 2026, its #155 holding.
Smithbridge Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
Smithbridge Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $714K 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 Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.