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

Strategic Investment Solutions’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 Q2	–	Sell	-267	Closed	-$32.6K	–	644
2025 Q1	$32.6K	Hold	267	–	–	0.01%	235
2024 Q4	$34.3K	Buy	267 +1	+0.4%	+$129	0.01%	254
2024 Q3	$33.4K	Buy	266 +1	+0.4%	+$121	0.01%	232
2024 Q2	$32K	Buy	+265	New	+$30.4K	0.01%	223
2023 Q4	$27.7K	Sell	263 -16,180	-98%	-$1.59M	﹤0.01%	595
2023 Q3	$1.61M	Buy	16,443 +16,183	+6,224%	+$1.59M	0.02%	251
2023 Q2	$24.1K	Sell	260 -353	-58%	-$32.6K	0.01%	432
2023 Q1	$55.5K	Buy	+613	New	+$54.4K	0.01%	353

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Investment Solutions's ITOT Position: Q2 2025 in Review

Strategic Investment Solutions sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 267 shares — an estimated $32.6K sold.

Strategic Investment Solutions first reported a position in ITOT in Q1 2023 and held it in 8 quarters. The position peaked at $1.61M in Q3 2023. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Strategic Investment Solutions reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Strategic Investment Solutions sold 267 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $32.6K.
Strategic Investment Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and held it in 8 quarters.
Strategic Investment Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $1.61M in Q3 2023.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.