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

Willow Creek Wealth 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 Q3	$1.28M	Buy	8,782 +975	+12%	+$137K	0.11%	67
2025 Q2	$1.05M	Hold	7,807	–	–	0.09%	67
2025 Q1	$953K	Hold	7,807	–	–	0.09%	63
2024 Q4	$1M	Hold	7,807	–	–	0.1%	64
2024 Q3	$981K	Sell	7,807 -292	-4%	-$35.4K	0.1%	64
2024 Q2	$962K	Buy	8,099 +261	+3%	+$30K	0.11%	62
2024 Q1	$904K	Hold	7,838	–	–	0.11%	64
2023 Q4	$825K	Hold	7,838	–	–	0.1%	64
2023 Q3	$738K	Buy	7,838 +297	+4%	+$29.2K	0.11%	62
2023 Q2	$738K	Hold	7,541	–	–	0.1%	71
2023 Q1	$683K	Hold	7,541	–	–	0.11%	66
2022 Q4	$639K	Hold	7,541	–	–	0.11%	63
2022 Q3	$600K	Sell	7,541 -611	-7%	-$54K	0.12%	63
2022 Q2	$683K	Hold	8,152	–	–	0.13%	61
2022 Q1	$823K	Hold	8,152	–	–	0.17%	49
2021 Q4	$872K	Hold	8,152	–	–	0.18%	47
2021 Q3	$802K	Hold	8,152	–	–	0.18%	43
2021 Q2	$805K	Hold	8,152	–	–	0.19%	38
2021 Q1	$747K	Hold	8,152	–	–	0.27%	31
2020 Q4	$703K	Buy	8,152 +142	+2%	+$11.5K	0.26%	30
2020 Q3	$605K	Hold	8,010	–	–	0.25%	31
2020 Q2	$556K	Buy	+8,010	New	+$524K	0.25%	31

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Willow Creek Wealth Management's ITOT Position: Q3 2025 in Review

Willow Creek Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q3 2025, buying an estimated $137K and bringing the position to 8,782 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #67.

Willow Creek Wealth Management first reported a position in ITOT in Q2 2020 and has held it in 22 quarters since. 1,521 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Willow Creek Wealth Management held 8,782 shares of iShares Core S&P Total US Stock Market ETF worth $1.28M as of Q3 2025.
Willow Creek Wealth Management bought 975 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $137K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Willow Creek Wealth Management's portfolio in Q3 2025, its #67 holding.
Willow Creek Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 22 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.