US Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

US Financial Advisors’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	$224K	Hold	1,840	–	–	0.07%	92
2024 Q4	$237K	Sell	1,840 -60	-3%	-$7.77K	0.07%	83
2024 Q3	$239K	Sell	1,900 -300	-14%	-$36.3K	0.07%	79
2024 Q2	$261K	Sell	2,200 -150	-6%	-$17.2K	0.09%	76
2024 Q1	$271K	Sell	2,350 -209	-8%	-$22.9K	0.09%	69
2023 Q4	$269K	Sell	2,559 -207	-7%	-$20.3K	0.1%	65
2023 Q3	$261K	Sell	2,766 -245	-8%	-$24.1K	0.11%	61
2023 Q2	$295K	Hold	3,011	–	–	0.13%	57
2023 Q1	$273K	Sell	3,011 -81	-3%	-$7.19K	0.12%	63
2022 Q4	$262K	Buy	+3,092	New	+$264K	0.13%	61
2021 Q2	–	Sell	-13,004	Closed	-$1.19M	–	100
2021 Q1	$1.19M	Hold	13,004	–	–	0.33%	52
2020 Q4	$1.12M	Buy	+13,004	New	+$1.05M	0.34%	47

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

US Financial Advisors's ITOT Position: Q1 2025 in Review

US Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2025 at 1,840 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #92.

US Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2021. 1,428 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

US Financial Advisors held 1,840 shares of iShares Core S&P Total US Stock Market ETF worth $224K as of Q1 2025.
US Financial Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2025.
iShares Core S&P Total US Stock Market ETF made up 0.07% of US Financial Advisors's portfolio in Q1 2025, its #92 holding.
US Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 12 quarters since.
US Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.19M in Q1 2021.
1,428 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.