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

Wayfinding Financial’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 		– Sell
-1,208
Closed -$147K – 432
2025
Q1 		$147K Buy
+1,208
New +$156K 0.06% 173

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Wealthfront Advisers
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Morgan Stanley
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AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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Focus Partners Wealth
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wayfinding Financial's ITOT Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 1,208 shares — an estimated $147K sold.

Wayfinding Financial first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $147K in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 1,208 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $147K.
  • Wayfinding Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares Core S&P Total US Stock Market ETF position peaked at $147K in Q1 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.