Truepoint Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.7M | Sell |
320,658
-4,142
| -1% | -$616K | 1.02% | 20 |
|
|
2025
Q4 | $48.3M | Sell |
324,800
-2,407
| -0.7% | -$355K | 1.09% | 18 |
|
|
2025
Q3 | $47.7M | Sell |
327,207
-2,234
| -0.7% | -$313K | 1.11% | 18 |
|
|
2025
Q2 | $44.5M | Sell |
329,441
-407
| -0.1% | -$50.8K | 1.11% | 18 |
|
|
2025
Q1 | $40.2M | Sell |
329,848
-8,587
| -3% | -$1.11M | 1.09% | 19 |
|
|
2024
Q4 | $43.5M | Sell |
338,435
-5,211
| -2% | -$675K | 1.17% | 18 |
|
|
2024
Q3 | $43.2M | Sell |
343,646
-4,604
| -1% | -$557K | 1.16% | 18 |
|
|
2024
Q2 | $41.4M | Sell |
348,250
-9,840
| -3% | -$1.13M | 1.18% | 18 |
|
|
2024
Q1 | $41.3M | Buy |
358,090
+5,797
| +2% | +$636K | 1.17% | 18 |
|
|
2023
Q4 | $37.1M | Sell |
352,293
-11,537
| -3% | -$1.13M | 1.09% | 19 |
|
|
2023
Q3 | $34.3M | Sell |
363,830
-1,605
| -0.4% | -$158K | 1.1% | 18 |
|
|
2023
Q2 | $35.8M | Sell |
365,435
-2,940
| -0.8% | -$272K | 1.18% | 17 |
|
|
2023
Q1 | $33.4M | Sell |
368,375
-4,168
| -1% | -$370K | 1.15% | 17 |
|
|
2022
Q4 | $31.6M | Sell |
372,543
-9,623
| -3% | -$821K | 1.14% | 17 |
|
|
2022
Q3 | $30.4M | Sell |
382,166
-4,424
| -1% | -$391K | 1.56% | 15 |
|
|
2022
Q2 | $32.4M | Sell |
386,590
-10,631
| -3% | -$969K | 1.69% | 13 |
|
|
2022
Q1 | $40.1M | Sell |
397,221
-18,392
| -4% | -$1.83M | 1.9% | 12 |
|
|
2021
Q4 | $44.5M | Sell |
415,613
-5,447
| -1% | -$569K | 2.07% | 10 |
|
|
2021
Q3 | $41.4M | Sell |
421,060
-26,576
| -6% | -$2.69M | 2.08% | 11 |
|
|
2021
Q2 | $44.2M | Sell |
447,636
-11,239
| -2% | -$1.08M | 2.45% | 11 |
|
|
2021
Q1 | $42M | Sell |
458,875
-3,958
| -0.9% | -$355K | 2.61% | 9 |
|
|
2020
Q4 | $39.9M | Sell |
462,833
-14,010
| -3% | -$1.13M | 2.65% | 9 |
|
|
2020
Q3 | $36M | Sell |
476,843
-23,294
| -5% | -$1.74M | 2.75% | 9 |
|
|
2020
Q2 | $34.6M | Sell |
500,137
-58,949
| -11% | -$3.85M | 2.78% | 9 |
|
|
2020
Q1 | $32M | Buy |
559,086
+239,072
| +75% | +$16.4M | 2.92% | 9 |
|
|
2019
Q4 | $23.3M | Sell |
320,014
-7,410
| -2% | -$516K | 1.76% | 8 |
|
|
2019
Q3 | $22M | Buy |
327,424
+37,889
| +13% | +$2.54M | 1.92% | 7 |
|
|
2019
Q2 | $19.3M | Buy |
289,535
+72,278
| +33% | +$4.74M | 1.56% | 8 |
|
|
2019
Q1 | $14M | Buy |
217,257
+14,157
| +7% | +$878K | 1.2% | 10 |
|
|
2018
Q4 | $11.5M | Buy |
203,100
+183,435
| +933% | +$11.3M | 1.1% | 10 |
|
|
2018
Q3 | $1.31M | Sell |
19,665
-833
| -4% | -$54.6K | 0.11% | 29 |
|
|
2018
Q2 | $1.28M | Buy |
20,498
+19,579
| +2,130% | +$1.22M | 0.12% | 29 |
|
|
2018
Q1 | $15.2K | Sell |
919
-11,971
| -93% | -$748K | 0.12% | 34 |
|
|
2017
Q4 | $788K | Buy |
12,890
+1,118
| +9% | +$66.6K | 0.07% | 38 |
|
|
2017
Q3 | $678K | Buy |
11,772
+1
| +0% | +$56 | 0.07% | 40 |
|
|
2017
Q2 | $666K | Buy |
11,771
+85
| +0.7% | +$4.67K | 0.07% | 44 |
|
|
2017
Q1 | $631K | Buy |
+11,686
| New | +$623K | 0.07% | 45 |
|
|
2016
Q4 | – | Sell |
-6,918
| Closed | -$343K | – | 95 |
|
|
2016
Q3 | $343K | Buy |
6,918
+80
| +1% | +$3.95K | 0.04% | 55 |
|
|
2016
Q2 | $326K | Sell |
6,838
-1,776
| -21% | -$83.8K | 0.04% | 57 |
|
|
2016
Q1 | $402K | Sell |
8,614
-1,124
| -12% | -$49.6K | 0.05% | 51 |
|
|
2015
Q4 | $452K | Buy |
9,738
+788
| +9% | +$36.9K | 0.06% | 39 |
|
|
2015
Q3 | $392K | Buy |
+8,950
| New | +$415K | 0.06% | 36 |
|
Other funds holding ITOT
FPAS
Truepoint Inc's ITOT Position: Q1 2026 in Review
Truepoint Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $616K and leaving 320,658 shares worth $45.7M. The position accounts for 1.02% of the portfolio, ranked #20.
Truepoint Inc first reported a position in ITOT in Q3 2015 and has held it in 42 quarters since. The position peaked at $48.3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Truepoint Inc held 320,658 shares of iShares Core S&P Total US Stock Market ETF worth $45.7M as of Q1 2026.
- Truepoint Inc sold 4,142 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $616K.
- iShares Core S&P Total US Stock Market ETF made up 1.02% of Truepoint Inc's portfolio in Q1 2026, its #20 holding.
- Truepoint Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and has held it in 42 quarters since.
- Truepoint Inc's iShares Core S&P Total US Stock Market ETF position peaked at $48.3M 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 Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.