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

United Asset Strategies’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	-2,045	Closed	-$263K	–	240
2024 Q4	$263K	Buy	2,045 +1	+0%	+$129	0.02%	213
2024 Q3	$257K	Buy	2,044 +360	+21%	+$43.6K	0.02%	213
2024 Q2	$200K	Buy	+1,684	New	+$193K	0.02%	222
2022 Q2	–	Sell	-1,987	Closed	-$201K	–	219
2022 Q1	$201K	Buy	+1,987	New	+$198K	0.03%	200

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

United Asset Strategies's ITOT Position: Q1 2025 in Review

United Asset Strategies sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 2,045 shares — an estimated $263K sold.

United Asset Strategies first reported a position in ITOT in Q1 2022 and held it in 4 quarters. The position peaked at $263K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

United Asset Strategies reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
United Asset Strategies sold 2,045 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $263K.
United Asset Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 4 quarters.
United Asset Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $263K in Q4 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 United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.