Stuart Chaussee & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-149	Closed	-$21.7K	–	67
2025 Q3	$21.7K	Hold	149	–	–	﹤0.01%	125
2025 Q2	$20.1K	Hold	149	–	–	﹤0.01%	127
2025 Q1	$18.2K	Hold	149	–	–	﹤0.01%	130
2024 Q4	$19.2K	Hold	149	–	–	﹤0.01%	124
2024 Q3	$18.7K	Hold	149	–	–	﹤0.01%	111
2024 Q2	$17.7K	Hold	149	–	–	﹤0.01%	110
2024 Q1	$17.2K	Hold	149	–	–	﹤0.01%	105
2023 Q4	$15.7K	Buy	+149	New	+$14.6K	﹤0.01%	99

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Stuart Chaussee & Associates's ITOT Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 149 shares — an estimated $21.7K sold.

Stuart Chaussee & Associates first reported a position in ITOT in Q4 2023 and held it in 8 quarters. The position peaked at $21.7K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 149 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $21.7K.
Stuart Chaussee & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 8 quarters.
Stuart Chaussee & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $21.7K in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.