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

Spectrum Wealth Counsel’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 Q1	$93.8K	Sell	769 -5	-0.6%	-$644	0.01%	152
2024 Q4	$99.6K	Buy	774 +51	+7%	+$6.6K	0.01%	150
2024 Q3	$90.8K	Sell	723 -11,500	-94%	-$1.39M	0.01%	152
2024 Q2	$1.45M	Sell	12,223 -5	-0%	-$574	0.18%	65
2024 Q1	$1.41M	Sell	12,228 -34	-0.3%	-$3.73K	0.17%	77
2023 Q4	$1.29M	Buy	+12,262	New	+$1.2M	0.18%	76

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Spectrum Wealth Counsel's ITOT Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.65% in Q1 2025, selling an estimated $644 and leaving 769 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #152.

Spectrum Wealth Counsel first reported a position in ITOT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Spectrum Wealth Counsel held 769 shares of iShares Core S&P Total US Stock Market ETF worth $93.8K as of Q1 2025.
Spectrum Wealth Counsel sold 5 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $644.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #152 holding.
Spectrum Wealth Counsel first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares Core S&P Total US Stock Market ETF position peaked at $1.45M in Q2 2024.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.