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

Townsend Asset 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	$89.3K	Hold	627	–	–	0.03%	146
2025 Q4	$93.2K	Hold	627	–	–	0.03%	135
2025 Q3	$91.3K	Hold	627	–	–	0.03%	130
2025 Q2	$84.7K	Hold	627	–	–	0.03%	132
2025 Q1	$76.5K	Hold	627	–	–	0.03%	132
2024 Q4	$80.6K	Hold	627	–	–	0.03%	144
2024 Q3	$78.8K	Hold	627	–	–	0.03%	149
2024 Q2	$74.5K	Hold	627	–	–	0.03%	149
2024 Q1	$72.3K	Hold	627	–	–	0.03%	152
2023 Q4	$66K	Buy	+627	New	+$61.4K	0.03%	145
2022 Q1	–	Sell	-35	Closed	-$4K	–	210
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	204
2021 Q3	$3K	Buy	+35	New	+$3.54K	﹤0.01%	197

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

Townsend Asset Management's ITOT Position: Q1 2026 in Review

Townsend Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 627 shares worth $89.3K. The position accounts for 0.03% of the portfolio, ranked #146.

Townsend Asset Management first reported a position in ITOT in Q3 2021 and has held it in 12 quarters since. The position peaked at $93.2K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Townsend Asset Management held 627 shares of iShares Core S&P Total US Stock Market ETF worth $89.3K as of Q1 2026.
Townsend Asset 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 0.03% of Townsend Asset Management's portfolio in Q1 2026, its #146 holding.
Townsend Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 12 quarters since.
Townsend Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $93.2K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.