WFA Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WFA Asset Management’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	-250	Closed	-$28.8K	–	223
2025 Q1	$28.8K	Buy	+250	New	+$32.2K	0.02%	138
2024 Q2	–	Sell	-250	Closed	-$28.8K	–	224
2024 Q1	$28.8K	Buy	+250	New	+$27.4K	0.02%	139
2022 Q4	–	Sell	-9	Closed	-$726	–	237
2022 Q3	$726	Hold	9	–	–	﹤0.01%	228
2022 Q2	$765	Hold	9	–	–	﹤0.01%	211
2022 Q1	$919	Hold	9	–	–	﹤0.01%	202
2021 Q4	$970	Buy	+9	New	+$941	﹤0.01%	179

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFA Asset Management's ITOT Position: Q2 2025 in Review

WFA Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 250 shares — an estimated $28.8K sold.

WFA Asset Management first reported a position in ITOT in Q4 2021 and held it in 6 quarters. The position peaked at $28.8K in Q1 2025. 1,469 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

WFA Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
WFA Asset Management sold 250 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $28.8K.
WFA Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 6 quarters.
WFA Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $28.8K in Q1 2025.
1,469 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.