Stokes Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stokes Family Office’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	$20.3M	Sell	142,304 -22,999	-14%	-$3.42M	2.09%	9
2025 Q4	$24.6M	Sell	165,303 -4,713	-3%	-$696K	2.25%	10
2025 Q3	$24.8M	Sell	170,016 -125	-0.1%	-$17.5K	2.35%	8
2025 Q2	$23M	Buy	170,141 +8,072	+5%	+$1.01M	2.41%	9
2025 Q1	$19.8M	Buy	162,069 +378	+0.2%	+$48.7K	2.22%	9
2024 Q4	$20.8M	Buy	161,691 +1,681	+1%	+$218K	2.22%	11
2024 Q3	$20.1M	Sell	160,010 -4,212	-3%	-$510K	2.2%	11
2024 Q2	$19.5M	Sell	164,222 -1,830	-1%	-$210K	2.29%	9
2024 Q1	$19.1M	Sell	166,052 -7,564	-4%	-$830K	2.39%	7
2023 Q4	$18.3M	Sell	173,616 -50,625	-23%	-$4.96M	2.47%	5
2023 Q3	$21.1M	Buy	224,241 +1,749	+0.8%	+$172K	2.48%	6
2023 Q2	$21.8M	Sell	222,492 -621	-0.3%	-$57.4K	2.52%	8
2023 Q1	$20.2M	Sell	223,113 -4,200	-2%	-$373K	2.52%	7
2022 Q4	$19.3M	Sell	227,313 -2,060	-0.9%	-$176K	2.48%	6
2022 Q3	$18.2M	Sell	229,373 -1,912	-0.8%	-$169K	2.6%	7
2022 Q2	$19.4M	Buy	231,285 +10,554	+5%	+$962K	2.64%	6
2022 Q1	$22.3M	Sell	220,731 -1,052	-0.5%	-$105K	2.96%	6
2021 Q4	$23.7M	Buy	221,783 +864	+0.4%	+$90.3K	2.95%	6
2021 Q3	$21.7M	Sell	220,919 -1,412	-0.6%	-$143K	3.02%	6
2021 Q2	$22M	Sell	222,331 -397	-0.2%	-$38.2K	3.11%	6
2021 Q1	$20.4M	Sell	222,728 -17,958	-7%	-$1.61M	3.17%	6
2020 Q4	$20.8M	Buy	240,686 +8,468	+4%	+$686K	4.09%	4
2020 Q3	$17.5M	Buy	232,218 +1,267	+0.5%	+$94.5K	3.97%	4
2020 Q2	$16M	Buy	230,951 +9,445	+4%	+$617K	4.04%	4
2020 Q1	$12.7M	Sell	221,506 -10,877	-5%	-$746K	3.38%	6
2019 Q4	$16.9M	Buy	+232,383	New	+$16.2M	3.75%	6

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

Stokes Family Office's ITOT Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $3.42M and leaving 142,304 shares worth $20.3M. The position accounts for 2.09% of the portfolio, ranked #9.

Stokes Family Office first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.8M in Q3 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Stokes Family Office held 142,304 shares of iShares Core S&P Total US Stock Market ETF worth $20.3M as of Q1 2026.
Stokes Family Office sold 22,999 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.42M.
iShares Core S&P Total US Stock Market ETF made up 2.09% of Stokes Family Office's portfolio in Q1 2026, its #9 holding.
Stokes Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Stokes Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $24.8M in Q3 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.