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

Tandem Capital 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	$287K	Hold	2,012	–	–	0.14%	95
2025 Q4	$299K	Hold	2,012	–	–	0.14%	99
2025 Q3	$293K	Hold	2,012	–	–	0.14%	100
2025 Q2	$272K	Hold	2,012	–	–	0.14%	102
2025 Q1	$245K	Hold	2,012	–	–	0.14%	103
2024 Q4	$259K	Buy	2,012 +200	+11%	+$25.9K	0.14%	100
2024 Q3	$228K	Buy	+1,812	New	+$219K	0.12%	109
2024 Q1	–	Sell	-2,037	Closed	-$214K	–	111
2023 Q4	$214K	Buy	+2,037	New	+$200K	0.13%	109
2023 Q2	–	Sell	-2,952	Closed	-$267K	–	108
2023 Q1	$267K	Sell	2,952 -55	-2%	-$4.88K	0.19%	91
2022 Q4	$255K	Sell	3,007 -480	-14%	-$41K	0.2%	84
2022 Q3	$290K	Buy	3,487 +75	+2%	+$6.63K	0.24%	74
2022 Q2	$286K	Buy	3,412 +25	+0.7%	+$2.28K	0.23%	78
2022 Q1	$322K	Buy	3,387 +495	+17%	+$49.4K	0.22%	77
2021 Q4	$309K	Buy	2,892 +175	+6%	+$18.3K	0.18%	79
2021 Q3	$267K	Buy	2,717 +200	+8%	+$20.2K	0.17%	80
2021 Q2	$249K	Buy	2,517 +30	+1%	+$2.88K	0.16%	85
2021 Q1	$228K	Buy	2,487 +150	+6%	+$13.5K	0.16%	81
2020 Q4	$201K	Buy	+2,337	New	+$189K	0.15%	81

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

Tandem Capital Management's ITOT Position: Q1 2026 in Review

Tandem Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,012 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #95.

Tandem Capital Management first reported a position in ITOT in Q4 2020 and has held it in 18 quarters since. The position peaked at $322K in Q1 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Tandem Capital Management held 2,012 shares of iShares Core S&P Total US Stock Market ETF worth $287K as of Q1 2026.
Tandem Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Tandem Capital Management's portfolio in Q1 2026, its #95 holding.
Tandem Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
Tandem Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $322K in Q1 2022.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.