tru Independence’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

tru Independence’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	$245K	Buy	1,717 +1	+0.1%	+$149	0.12%	86
2025 Q4	$255K	Sell	1,716 -673	-28%	-$99.3K	0.06%	117
2025 Q3	$348K	Buy	+2,389	New	+$335K	0.09%	103
2021 Q3	–	Sell	-410	Closed	-$40K	–	270
2021 Q2	$40K	Buy	+410	New	+$39.4K	0.01%	236
2020 Q1	–	Sell	-1,169	Closed	-$67K	–	809
2019 Q4	$67K	Buy	+1,169	New	+$81.3K	0.01%	338

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

tru Independence's ITOT Position: Q1 2026 in Review

tru Independence increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q1 2026, buying an estimated $149 and bringing the position to 1,717 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #86.

tru Independence first reported a position in ITOT in Q4 2019 and has held it in 5 quarters since. The position peaked at $348K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

tru Independence held 1,717 shares of iShares Core S&P Total US Stock Market ETF worth $245K as of Q1 2026.
tru Independence bought 1 iShares Core S&P Total US Stock Market ETF share in Q1 2026, an estimated $149.
iShares Core S&P Total US Stock Market ETF made up 0.12% of tru Independence's portfolio in Q1 2026, its #86 holding.
tru Independence first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 5 quarters since.
tru Independence's iShares Core S&P Total US Stock Market ETF position peaked at $348K in Q3 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 tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.