Wealth Quarterback’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealth Quarterback’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	$250K	Buy	+1,752	New	+$261K	0.1%	142
2023 Q2	–	Sell	-2,337	Closed	-$212K	–	127
2023 Q1	$212K	Buy	+2,337	New	+$207K	0.18%	104
2021 Q3	$330K	Sell	3,352 -1,048	-24%	-$106K	0.22%	80
2021 Q2	$435K	Buy	+4,400	New	+$423K	0.26%	75
2020 Q4	–	Sell	-3,137	Closed	-$218K	–	116
2020 Q3	$218K	Hold	3,137	–	–	0.2%	103
2020 Q2	$218K	Sell	3,137 -2,339	-43%	-$153K	0.2%	103
2020 Q1	$313K	Sell	5,476 -22,317	-80%	-$1.53M	0.29%	74
2019 Q4	$2.02M	Buy	+27,793	New	+$1.93M	1.75%	9

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

Wealth Quarterback's ITOT Position: Q1 2026 in Review

Wealth Quarterback opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 1,752 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #142 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in ITOT as recently as Q1 2023.

Wealth Quarterback first reported a position in ITOT in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Wealth Quarterback held 1,752 shares of iShares Core S&P Total US Stock Market ETF worth $250K as of Q1 2026.
iShares Core S&P Total US Stock Market ETF was a new Wealth Quarterback position in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Wealth Quarterback's portfolio in Q1 2026, its #142 holding.
Wealth Quarterback first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 8 quarters since.
Wealth Quarterback's iShares Core S&P Total US Stock Market ETF position peaked at $2.02M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.