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

Walkner Condon 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
2026 Q1	$2.58M	Sell	18,083 -2,900	-14%	-$431K	0.34%	65
2025 Q4	$3.12M	Sell	20,983 -9,839	-32%	-$1.45M	0.43%	54
2025 Q3	$4.49M	Buy	30,822 +16,496	+115%	+$2.31M	0.71%	33
2025 Q2	$1.93M	Buy	14,326 +237	+2%	+$29.6K	0.36%	67
2025 Q1	$1.72M	Sell	14,089 -1,059	-7%	-$136K	0.35%	66
2024 Q4	$1.95M	Buy	15,148 +420	+3%	+$54.4K	0.4%	60
2024 Q3	$1.85M	Buy	14,728 +225	+2%	+$27.2K	0.38%	59
2024 Q2	$1.72M	Buy	14,503 +215	+2%	+$24.7K	0.37%	64
2024 Q1	$1.65M	Sell	14,288 -110	-0.8%	-$12.1K	0.35%	69
2023 Q4	$1.52M	Buy	14,398 +2,577	+22%	+$253K	0.35%	75
2023 Q3	$1.11M	Sell	11,821 -333	-3%	-$32.7K	0.3%	75
2023 Q2	$1.19M	Buy	12,154 +13	+0.1%	+$1.2K	0.31%	70
2023 Q1	$1.1M	Buy	12,141 +200	+2%	+$17.8K	0.31%	75
2022 Q4	$1.01M	Buy	11,941 +581	+5%	+$49.6K	0.3%	72
2022 Q3	$904K	Buy	11,360 +1,587	+16%	+$140K	0.29%	77
2022 Q2	$819K	Buy	9,773 +8	+0.1%	+$729	0.26%	82
2022 Q1	$986K	Sell	9,765 -2,189	-18%	-$218K	0.28%	75
2021 Q4	$1.28M	Buy	11,954 +1,846	+18%	+$193K	0.83%	36
2021 Q3	$993K	Buy	10,108 +5,832	+136%	+$590K	0.49%	45
2021 Q2	$423K	Buy	4,276 +9	+0.2%	+$866	0.16%	111
2021 Q1	$391K	Buy	4,267 +1,476	+53%	+$132K	0.15%	114
2020 Q4	$241K	Buy	+2,791	New	+$226K	0.1%	122

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Walkner Condon Financial Advisors's ITOT Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $431K and leaving 18,083 shares worth $2.58M. The position accounts for 0.34% of the portfolio, ranked #65.

Walkner Condon Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.49M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Walkner Condon Financial Advisors held 18,083 shares of iShares Core S&P Total US Stock Market ETF worth $2.58M as of Q1 2026.
Walkner Condon Financial Advisors sold 2,900 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $431K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #65 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Walkner Condon Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.49M in Q3 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.