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

Tarbox 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	$671K	Hold	4,713	–	–	0.11%	53
2025 Q4	$701K	Sell	4,713 -454	-9%	-$67K	0.11%	57
2025 Q3	$753K	Hold	5,167	–	–	0.11%	53
2025 Q2	$698K	Sell	5,167 -1,539	-23%	-$192K	0.1%	54
2025 Q1	$818K	Sell	6,706 -855	-11%	-$110K	0.14%	45
2024 Q4	$973K	Sell	7,561 -4,774	-39%	-$618K	0.16%	39
2024 Q3	$1.55M	Sell	12,335 -1,039	-8%	-$126K	0.25%	32
2024 Q2	$1.59M	Sell	13,374 -5,070	-27%	-$582K	0.28%	30
2024 Q1	$2.13M	Buy	18,444 +2,593	+16%	+$284K	0.37%	27
2023 Q4	$1.67M	Sell	15,851 -5,761	-27%	-$565K	0.32%	28
2023 Q3	$2.04M	Sell	21,612 -5,996	-22%	-$589K	0.42%	26
2023 Q2	$2.7M	Sell	27,608 -1,042	-4%	-$96.3K	0.53%	21
2023 Q1	$2.59M	Sell	28,650 -321	-1%	-$28.5K	0.52%	21
2022 Q4	$2.46M	Buy	28,971 +10,441	+56%	+$891K	0.54%	20
2022 Q3	$1.55M	Sell	18,530 -8,438	-31%	-$746K	0.37%	26
2022 Q2	$2.26M	Buy	26,968 +9,834	+57%	+$896K	0.51%	24
2022 Q1	$1.73M	Buy	17,134 +447	+3%	+$44.6K	0.35%	26
2021 Q4	$1.78M	Buy	16,687 +2,759	+20%	+$288K	0.31%	28
2021 Q3	$1.37M	Buy	13,928 +1,214	+10%	+$123K	0.25%	35
2021 Q2	$1.26M	Buy	12,714 +481	+4%	+$46.3K	0.22%	36
2021 Q1	$1.12M	Buy	12,233 +499	+4%	+$44.8K	0.22%	34
2020 Q4	$1.01M	Buy	11,734 +1,383	+13%	+$112K	0.21%	35
2020 Q3	$781K	Buy	10,351 +9,977	+2,668%	+$745K	0.19%	39
2020 Q2	$26K	Hold	374	–	–	0.01%	240
2020 Q1	$21K	Hold	374	–	–	0.01%	239
2019 Q4	$27K	Hold	374	–	–	0.01%	244
2019 Q3	$25K	Hold	374	–	–	0.01%	226
2019 Q2	$25K	Hold	374	–	–	0.01%	227
2019 Q1	$24K	Hold	374	–	–	0.01%	210
2018 Q4	$21K	Hold	374	–	–	0.01%	218
2018 Q3	$25K	Hold	374	–	–	0.01%	215
2018 Q2	$23K	Hold	374	–	–	0.01%	217
2018 Q1	$23K	Buy	+374	New	+$23.4K	0.01%	225

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

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

Tarbox Family Office held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 4,713 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #53.

Tarbox Family Office first reported a position in ITOT in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.7M in Q2 2023. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Tarbox Family Office held 4,713 shares of iShares Core S&P Total US Stock Market ETF worth $671K as of Q1 2026.
Tarbox Family Office 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 0.11% of Tarbox Family Office's portfolio in Q1 2026, its #53 holding.
Tarbox Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
Tarbox Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $2.7M in Q2 2023.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.