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

Wescott Financial Advisory 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	$1.27M	Sell	8,923 -480	-5%	-$71.4K	0.11%	85
2025 Q4	$1.4M	Sell	9,403 -164	-2%	-$24.2K	0.12%	81
2025 Q3	$1.39M	Sell	9,567 -778	-8%	-$109K	0.13%	76
2025 Q2	$1.4M	Sell	10,345 -917	-8%	-$114K	0.13%	77
2025 Q1	$1.37M	Buy	11,262 +450	+4%	+$58K	0.14%	70
2024 Q4	$1.39M	Sell	10,812 -720	-6%	-$93.2K	0.14%	72
2024 Q3	$1.45M	Sell	11,532 -2,733	-19%	-$331K	0.16%	70
2024 Q2	$1.69M	Buy	14,265 +180	+1%	+$20.7K	0.2%	62
2024 Q1	$1.62M	Sell	14,085 -1,468	-9%	-$161K	0.2%	57
2023 Q4	$1.64M	Buy	15,553 +120	+0.8%	+$11.8K	0.23%	55
2023 Q3	$1.45M	Sell	15,433 -1,500	-9%	-$147K	0.27%	55
2023 Q2	$1.66M	Sell	16,933 -1,056	-6%	-$97.6K	0.29%	52
2023 Q1	$1.63M	Buy	17,989 +62	+0.3%	+$5.5K	0.35%	49
2022 Q4	$1.52M	Sell	17,927 -37	-0.2%	-$3.16K	0.33%	50
2022 Q3	$1.43M	Buy	17,964 +89	+0.5%	+$7.87K	0.4%	41
2022 Q2	$1.5M	Buy	17,875 +1,785	+11%	+$163K	0.41%	40
2022 Q1	$1.62M	Buy	+16,090	New	+$1.6M	0.42%	41

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

Wescott Financial Advisory Group's ITOT Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.1% in Q1 2026, selling an estimated $71.4K and leaving 8,923 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #85.

Wescott Financial Advisory Group first reported a position in ITOT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.69M in Q2 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Wescott Financial Advisory Group held 8,923 shares of iShares Core S&P Total US Stock Market ETF worth $1.27M as of Q1 2026.
Wescott Financial Advisory Group sold 480 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $71.4K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #85 holding.
Wescott Financial Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.69M in Q2 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.