Tennessee Valley Asset Management Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tennessee Valley Asset Management Partners’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	$2.44M	Buy	17,144 +5,212	+44%	+$775K	0.32%	48
2025 Q4	$1.77M	Buy	11,932 +1,470	+14%	+$217K	0.23%	58
2025 Q3	$1.52M	Buy	+10,462	New	+$1.47M	0.21%	65
2025 Q2	–	Sell	-9,939	Closed	-$1.21M	–	117
2025 Q1	$1.21M	Buy	9,939 +3,004	+43%	+$387K	0.2%	63
2024 Q4	$892K	Buy	6,935 +2,217	+47%	+$287K	0.15%	69
2024 Q3	$593K	Sell	4,718 -7	-0.1%	-$847	0.1%	85
2024 Q2	$561K	Buy	4,725 +1,031	+28%	+$118K	0.11%	84
2024 Q1	$426K	Sell	3,694 -1,966	-35%	-$216K	0.1%	80
2023 Q4	$596K	Buy	5,660 +2,421	+75%	+$237K	0.08%	101
2023 Q3	$305K	Sell	3,239 -10	-0.3%	-$983	0.1%	87
2023 Q2	$318K	Sell	3,249 -39	-1%	-$3.61K	0.1%	86
2023 Q1	$298K	Sell	3,288 -334	-9%	-$29.7K	0.1%	87
2022 Q4	$307K	Buy	3,622 +419	+13%	+$35.8K	0.11%	85
2022 Q3	$255K	Buy	3,203 +491	+18%	+$43.4K	0.1%	86
2022 Q2	$227K	Buy	2,712 +49	+2%	+$4.46K	0.09%	78
2022 Q1	$269K	Sell	2,663 -444	-14%	-$44.3K	0.09%	67
2021 Q4	$332K	Sell	3,107 -481	-13%	-$50.3K	0.11%	60
2021 Q3	$353K	Buy	+3,588	New	+$363K	0.13%	58
2021 Q2	–	Sell	-15,335	Closed	-$1.41M	–	62
2021 Q1	$1.41M	Sell	15,335 -4,866	-24%	-$436K	0.36%	33
2020 Q4	$1.74M	Buy	20,201 +6,994	+53%	+$566K	0.42%	27
2020 Q3	$997K	Sell	13,207 -12,022	-48%	-$897K	0.59%	26
2020 Q2	$1.75M	Sell	25,229 -3,049	-11%	-$199K	1.14%	16
2020 Q1	$1.62M	Sell	28,278 -88,815	-76%	-$6.09M	1.22%	15
2019 Q4	$8.51M	Buy	117,093 +10,098	+9%	+$703K	5.39%	6
2019 Q3	$7.18M	Buy	106,995 +7,302	+7%	+$489K	5.22%	7
2019 Q2	$6.64M	Sell	99,693 -1,101	-1%	-$72.1K	5.02%	7
2019 Q1	$6.49M	Buy	100,794 +4,427	+5%	+$275K	5.6%	5
2018 Q4	$5.47M	Buy	+96,367	New	+$5.92M	6.25%	6

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

Tennessee Valley Asset Management Partners's ITOT Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 44% in Q1 2026, buying an estimated $775K and bringing the position to 17,144 shares worth $2.44M. The position accounts for 0.32% of the portfolio, ranked #48.

Tennessee Valley Asset Management Partners first reported a position in ITOT in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.51M in Q4 2019. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Tennessee Valley Asset Management Partners held 17,144 shares of iShares Core S&P Total US Stock Market ETF worth $2.44M as of Q1 2026.
Tennessee Valley Asset Management Partners bought 5,212 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $775K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #48 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 28 quarters since.
Tennessee Valley Asset Management Partners's iShares Core S&P Total US Stock Market ETF position peaked at $8.51M in Q4 2019.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.