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

Tucker 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
2025 Q1	–	Sell	-507	Closed	-$65.2K	–	623
2024 Q4	$65.2K	Sell	507 -16	-3%	-$2.07K	0.01%	316
2024 Q3	$65.7K	Buy	523 +4	+0.8%	+$484	0.02%	289
2024 Q2	$61.6K	Buy	519 +507	+4,225%	+$58.2K	0.01%	357
2024 Q1	$1.38K	Hold	12	–	–	﹤0.01%	1379
2023 Q4	$1.26K	Hold	12	–	–	﹤0.01%	1220
2023 Q3	$1.13K	Hold	12	–	–	﹤0.01%	1150
2023 Q2	$1.17K	Sell	12 -323	-96%	-$29.9K	﹤0.01%	947
2023 Q1	$30.3K	Hold	335	–	–	0.01%	334
2022 Q4	$28.5K	Buy	335 +323	+2,692%	+$27.6K	0.01%	206
2022 Q3	$1.03K	Sell	12 -297	-96%	-$26.3K	﹤0.01%	663
2022 Q2	$25.9K	Sell	309 -224	-42%	-$20.4K	0.01%	142
2022 Q1	$53.8K	Buy	533 +521	+4,342%	+$51.9K	0.02%	90
2021 Q4	$1.29K	Hold	12	–	–	﹤0.01%	390
2021 Q3	$1.26K	Hold	12	–	–	﹤0.01%	321
2021 Q2	$1.19K	Sell	12 -83	-87%	-$7.98K	﹤0.01%	302
2021 Q1	$8.7K	Buy	95 +82	+631%	+$7.36K	﹤0.01%	182
2020 Q4	$1.12K	Buy	+13	New	+$1.05K	﹤0.01%	299

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tucker Asset Management's ITOT Position: Q1 2025 in Review

Tucker Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 507 shares — an estimated $65.2K sold.

Tucker Asset Management first reported a position in ITOT in Q4 2020 and held it in 17 quarters. The position peaked at $65.7K in Q3 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Tucker Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 507 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $65.2K.
Tucker Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 17 quarters.
Tucker Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $65.7K in Q3 2024.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.