TritonPoint Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TritonPoint Wealth’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 Q4	–	Sell	-3,479	Closed	-$507K	–	312
2025 Q3	$507K	Buy	3,479 +41	+1%	+$5.75K	0.04%	219
2025 Q2	$464K	Sell	3,438 -62	-2%	-$7.74K	0.04%	226
2025 Q1	$427K	Sell	3,500 -66	-2%	-$8.51K	0.04%	231
2024 Q4	$459K	Sell	3,566 -25	-0.7%	-$3.24K	0.04%	216
2024 Q3	$449K	Sell	3,591 -45	-1%	-$5.45K	0.04%	222
2024 Q2	$432K	Sell	3,636 -678	-16%	-$77.8K	0.04%	218
2024 Q1	$884K	Sell	4,314 -4,085	-49%	-$448K	0.09%	154
2023 Q4	$884K	Buy	+8,399	New	+$823K	0.09%	160

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

TritonPoint Wealth's ITOT Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 3,479 shares — an estimated $507K sold.

TritonPoint Wealth first reported a position in ITOT in Q4 2023 and held it in 8 quarters. The position peaked at $884K in Q1 2024. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

TritonPoint Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 3,479 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $507K.
TritonPoint Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $884K in Q1 2024.
1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.