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

Strategic Equity 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	$3.18M	Sell	22,345 -611	-3%	-$90.9K	1.2%	20
2025 Q4	$3.41M	Sell	22,956 -1,980	-8%	-$292K	1.16%	19
2025 Q3	$3.63M	Sell	24,936 -391	-2%	-$54.8K	1.35%	15
2025 Q2	$3.42M	Sell	25,327 -69,346	-73%	-$8.65M	1.26%	18
2025 Q1	$11.6M	Buy	94,673 +4,791	+5%	+$618K	4.86%	6
2024 Q4	$11.6M	Buy	89,882 +26,593	+42%	+$3.44M	4.87%	8
2024 Q3	$7.95M	Buy	63,289 +19,669	+45%	+$2.38M	3.77%	10
2024 Q2	$5.18M	Buy	43,620 +7,310	+20%	+$839K	3.38%	9
2024 Q1	$4.19M	Buy	36,310 +2,978	+9%	+$327K	3.5%	10
2023 Q4	$3.51M	Sell	33,332 -37,782	-53%	-$3.7M	3.95%	11
2023 Q3	$6.7M	Buy	+71,114	New	+$6.99M	2.52%	10

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

Strategic Equity Management's ITOT Position: Q1 2026 in Review

Strategic Equity Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q1 2026, selling an estimated $90.9K and leaving 22,345 shares worth $3.18M. The position accounts for 1.2% of the portfolio, ranked #20.

Strategic Equity Management first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2024. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Strategic Equity Management held 22,345 shares of iShares Core S&P Total US Stock Market ETF worth $3.18M as of Q1 2026.
Strategic Equity Management sold 611 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $90.9K.
iShares Core S&P Total US Stock Market ETF made up 1.2% of Strategic Equity Management's portfolio in Q1 2026, its #20 holding.
Strategic Equity Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Equity Management's iShares Core S&P Total US Stock Market ETF position peaked at $11.6M in Q4 2024.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.