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

Total Investment 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
2025 Q3	–	Sell	-606	Closed	-$81.8K	–	457
2025 Q2	$81.8K	Buy	+606	New	+$75.6K	0.01%	128
2018 Q4	–	Sell	-9,031	Closed	-$602K	–	51
2018 Q3	$602K	Buy	9,031 +362	+4%	+$23.7K	0.13%	23
2018 Q2	$542K	Sell	8,669 -2,314	-21%	-$144K	0.13%	24
2018 Q1	$664K	Buy	+10,983	New	+$686K	0.17%	22
2017 Q3	–	Sell	-17,685	Closed	-$980K	–	39
2017 Q2	$980K	Sell	17,685 -290	-2%	-$15.9K	0.32%	16
2017 Q1	$971K	Sell	17,975 -2,116	-11%	-$113K	0.33%	16
2016 Q4	$1.03M	Buy	+20,091	New	+$1.01M	0.34%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Total Investment Management's ITOT Position: Q3 2025 in Review

Total Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 606 shares — an estimated $81.8K sold.

Total Investment Management first reported a position in ITOT in Q4 2016 and held it in 7 quarters. The position peaked at $1.03M in Q4 2016. 1,517 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Total Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 606 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $81.8K.
Total Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 7 quarters.
Total Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.03M in Q4 2016.
1,517 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.