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Weaver Consulting Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Weaver Consulting Group’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 		$1.75M Buy
12,317
+670
+6% +$99.6K 0.42% 57
2025
Q4 		$1.73M Hold
11,647
– – 0.42% 58
2025
Q3 		$1.7M Sell
11,647
-10
-0.1% -$1.4K 0.43% 55
2025
Q2 		$1.57M Hold
11,657
– – 0.44% 55
2025
Q1 		$1.42M Hold
11,657
– – 0.43% 54
2024
Q4 		$1.5M Buy
11,657
+217
+2% +$28.1K 0.46% 52
2024
Q3 		$1.44M Buy
11,440
+415
+4% +$50.2K 0.46% 53
2024
Q2 		$1.31M Hold
11,025
– – 0.46% 53
2024
Q1 		$1.27M Sell
11,025
-53
-0.5% -$5.81K 0.47% 51
2023
Q4 		$1.17M Buy
11,078
+55
+0.5% +$5.39K 0.47% 48
2023
Q3 		$1.04M Sell
11,023
-77
-0.7% -$7.57K 0.47% 48
2023
Q2 		$1.09M Sell
11,100
-923
-8% -$85.3K 0.48% 45
2023
Q1 		$1.09M Sell
12,023
-3,430
-22% -$305K 0.5% 42
2022
Q4 		$1.31M Buy
15,453
+3,820
+33% +$326K 0.67% 34
2022
Q3 		$925K Buy
11,633
+2,971
+34% +$263K 0.53% 39
2022
Q2 		$726K Hold
8,662
– – 0.41% 48
2022
Q1 		$874K Hold
8,662
– – 0.42% 42
2021
Q4 		$927K Sell
8,662
-33
-0.4% -$3.45K 0.45% 43
2021
Q3 		$855K Buy
8,695
+5
+0.1% +$506 0.46% 43
2021
Q2 		$858K Hold
8,690
– – 0.48% 40
2021
Q1 		$796K Sell
8,690
-130
-1% -$11.7K 0.49% 38
2020
Q4 		$760K Hold
8,820
– – 0.47% 41
2020
Q3 		$666K Sell
8,820
-1,720
-16% -$128K 0.38% 50
2020
Q2 		$732K Sell
10,540
-6,087
-37% -$398K 0.43% 47
2020
Q1 		$951K Buy
16,627
+1,588
+11% +$109K 0.62% 35
2019
Q4 		$1.01M Buy
15,039
+80
+0.5% +$5.57K 0.54% 36
2019
Q3 		$1.02M Hold
14,959
– – 0.54% 38
2019
Q2 		$997K Hold
14,959
– – 0.54% 40
2019
Q1 		$983K Buy
+14,959
New +$928K 0.28% 68

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Weaver Consulting Group's ITOT Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.8% in Q1 2026, buying an estimated $99.6K and bringing the position to 12,317 shares worth $1.75M. The position accounts for 0.42% of the portfolio, ranked #57.

Weaver Consulting Group first reported a position in ITOT in Q1 2019 and has held it in 29 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Weaver Consulting Group held 12,317 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q1 2026.
  • Weaver Consulting Group bought 670 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $99.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.42% of Weaver Consulting Group's portfolio in Q1 2026, its #57 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.