Tyler-Stone Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tyler-Stone Wealth 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 Q2	$6.17M	Sell	45,689 -610	-1%	-$76.1K	0.99%	24
2025 Q1	$5.65M	Sell	46,299 -692	-1%	-$89.2K	1.01%	23
2024 Q4	$6.04M	Sell	46,991 -2,931	-6%	-$380K	1.08%	22
2024 Q3	$6.27M	Buy	49,922 +24,495	+96%	+$2.97M	1.18%	18
2024 Q2	$3.02M	Buy	25,427 +14	+0.1%	+$1.61K	1.24%	15
2024 Q1	$2.93M	Buy	25,413 +444	+2%	+$48.7K	1.3%	16
2023 Q4	$2.63M	Sell	24,969 -420	-2%	-$41.2K	1.32%	14
2023 Q3	$2.39M	Sell	25,389 -1,278	-5%	-$126K	1.36%	14
2023 Q2	$2.61M	Buy	+26,667	New	+$2.47M	1.47%	12
2022 Q4	$2.22M	Buy	26,199 +2,678	+11%	+$229K	1.51%	10
2022 Q3	$1.87M	Buy	23,521 +2,346	+11%	+$207K	1.43%	13
2022 Q2	$1.77M	Sell	21,175 -2,096	-9%	-$191K	1.18%	20
2022 Q1	$2.35M	Buy	23,271 +287	+1%	+$28.6K	1.29%	16
2021 Q4	$2.46M	Buy	+22,984	New	+$2.4M	1.3%	14

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tyler-Stone Wealth Management's ITOT Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q2 2025, selling an estimated $76.1K and leaving 45,689 shares worth $6.17M. The position accounts for 0.99% of the portfolio, ranked #24.

Tyler-Stone Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.27M in Q3 2024. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Tyler-Stone Wealth Management held 45,689 shares of iShares Core S&P Total US Stock Market ETF worth $6.17M as of Q2 2025.
Tyler-Stone Wealth Management sold 610 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $76.1K.
iShares Core S&P Total US Stock Market ETF made up 0.99% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #24 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $6.27M in Q3 2024.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.