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

Van Hulzen 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	-432	Closed	-$55.6K	–	692
2024 Q4	$55.6K	Buy	+432	New	+$55.9K	﹤0.01%	490
2020 Q4	–	Sell	-3,199	Closed	-$241K	–	298
2020 Q3	$241K	Sell	3,199 -296	-8%	-$22.1K	0.04%	223
2020 Q2	$243K	Sell	3,495 -12,751	-78%	-$834K	0.04%	219
2020 Q1	$929K	Sell	16,246 -118	-0.7%	-$8.1K	0.2%	85
2019 Q4	$1.19M	Buy	16,364 +4,899	+43%	+$341K	0.23%	83
2019 Q3	$769K	Buy	11,465 +395	+4%	+$26.5K	0.16%	100
2019 Q2	$738K	Buy	11,070 +941	+9%	+$61.7K	0.16%	99
2019 Q1	$652K	Sell	10,129 -257	-2%	-$15.9K	0.18%	91
2018 Q4	$590K	Buy	10,386 +757	+8%	+$46.5K	0.17%	93
2018 Q3	$642K	Hold	9,629	–	–	0.17%	101
2018 Q2	$602K	Hold	9,629	–	–	0.18%	91
2018 Q1	$582K	Hold	9,629	–	–	0.18%	101
2017 Q4	$589K	Buy	9,629 +240	+3%	+$14.3K	0.18%	108
2017 Q3	$541K	Buy	+9,389	New	+$530K	0.18%	99

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

Van Hulzen Asset Management's ITOT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 432 shares — an estimated $55.6K sold.

Van Hulzen Asset Management first reported a position in ITOT in Q3 2017 and held it in 14 quarters. The position peaked at $1.19M in Q4 2019. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

Van Hulzen 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.
Van Hulzen Asset Management sold 432 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $55.6K.
Van Hulzen Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 14 quarters.
Van Hulzen Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.19M in Q4 2019.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.