WFA of San Diego’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WFA of San Diego’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	$262K	Sell	1,840 -25	-1%	-$3.72K	0.21%	77
2025 Q4	$277K	Sell	1,865 -10	-0.5%	-$1.48K	0.2%	80
2025 Q3	$273K	Hold	1,875	–	–	0.19%	80
2025 Q2	$253K	Buy	+1,875	New	+$234K	0.19%	81
2024 Q3	$354K	Hold	2,815	–	–	0.3%	69
2024 Q2	$334K	Buy	+2,815	New	+$323K	0.3%	67
2023 Q3	$265K	Hold	2,810	–	–	0.27%	70
2023 Q2	$275K	Sell	2,810 -4,912	-64%	-$454K	0.27%	72
2023 Q1	$699K	Buy	7,722 +6	+0.1%	+$533	0.73%	32
2022 Q4	$654K	Hold	7,716	–	–	0.5%	42
2022 Q3	$614K	Sell	7,716 -210	-3%	-$18.6K	0.55%	42
2022 Q2	$664K	Sell	7,926 -72	-0.9%	-$6.56K	0.57%	39
2022 Q1	$807K	Sell	7,998 -2,632	-25%	-$262K	0.61%	38
2021 Q4	$1.14M	Sell	10,630 -541	-5%	-$56.5K	0.66%	37
2021 Q3	$1.1M	Sell	11,171 -286	-2%	-$28.9K	0.77%	32
2021 Q2	$1.13M	Sell	11,457 -290	-2%	-$27.9K	0.88%	28
2021 Q1	$1.08M	Sell	11,747 -4,971	-30%	-$446K	0.89%	30
2020 Q4	$86	Sell	16,718 -1,231	-7%	-$99.7K	0.02%	61
2020 Q3	$1.35M	Sell	17,949 -5,595	-24%	-$418K	1.28%	17
2020 Q2	$1.64M	Buy	+23,544	New	+$1.54M	0.38%	63

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

WFA of San Diego's ITOT Position: Q1 2026 in Review

WFA of San Diego reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q1 2026, selling an estimated $3.72K and leaving 1,840 shares worth $262K. The position accounts for 0.21% of the portfolio, ranked #77.

WFA of San Diego first reported a position in ITOT in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.64M in Q2 2020. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

WFA of San Diego held 1,840 shares of iShares Core S&P Total US Stock Market ETF worth $262K as of Q1 2026.
WFA of San Diego sold 25 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.72K.
iShares Core S&P Total US Stock Market ETF made up 0.21% of WFA of San Diego's portfolio in Q1 2026, its #77 holding.
WFA of San Diego first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 20 quarters since.
WFA of San Diego's iShares Core S&P Total US Stock Market ETF position peaked at $1.64M in Q2 2020.
1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.