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WMS Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WMS Partners’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
Q1 		– Sell
-2,577
Closed -$331K – 134
2024
Q4 		$331K Buy
+2,577
New +$334K 0.02% 231

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Morgan Stanley
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AllianceBernstein
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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
Focus Partners Wealth
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FPAS
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WMS Partners's ITOT Position: Q1 2025 in Review

WMS Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 2,577 shares — an estimated $331K sold.

WMS Partners first reported a position in ITOT in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • WMS Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 2,577 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $331K.
  • WMS Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • WMS Partners's iShares Core S&P Total US Stock Market ETF position peaked at $331K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.