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

Wooster Corthell 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
Q2 		$44.2M Buy
327,410
+1,821
+0.6% +$227K 8.19% 4
2025
Q1 		$39.7M Buy
325,589
+5,106
+2% +$658K 8.13% 4
2024
Q4 		$41.2M Sell
320,483
-9,910
-3% -$1.28M 8.97% 3
2024
Q3 		$41.5M Sell
330,393
-1,700
-0.5% -$206K 8.85% 4
2024
Q2 		$39.4M Sell
332,093
-2,912
-0.9% -$334K 8.93% 3
2024
Q1 		$38.6M Sell
335,005
-7,530
-2% -$826K 8.84% 4
2023
Q4 		$36M Sell
342,535
-2,628
-0.8% -$258K 8.68% 4
2023
Q3 		$32.5M Sell
345,163
-5,752
-2% -$565K 8.59% 4
2023
Q2 		$34.3M Buy
350,915
+728
+0.2% +$67.3K 8.76% 4
2023
Q1 		$31.7M Buy
350,187
+2,771
+0.8% +$246K 8.47% 4
2022
Q4 		$29.5M Buy
347,416
+1,025
+0.3% +$87.5K 8.34% 4
2022
Q3 		$27.6M Sell
346,391
-219
-0.1% -$19.4K 8.27% 4
2022
Q2 		$29M Buy
346,610
+7,278
+2% +$663K 8.26% 4
2022
Q1 		$34.3M Buy
339,332
+6,108
+2% +$609K 8.48% 4
2021
Q4 		$35.6M Buy
333,224
+2,025
+0.6% +$212K 8.45% 4
2021
Q3 		$32.6M Buy
331,199
+4,958
+2% +$501K 8.16% 4
2021
Q2 		$32.2M Buy
326,241
+2,543
+0.8% +$245K 8.1% 4
2021
Q1 		$29.7M Sell
323,698
-3,706
-1% -$332K 8.06% 4
2020
Q4 		$28.2M Buy
327,404
+5,549
+2% +$449K 8.04% 4
2020
Q3 		$24.3M Sell
321,855
-298
-0.1% -$22.2K 7.82% 4
2020
Q2 		$22.4M Buy
322,153
+61
+0% +$3.99K 7.69% 5
2020
Q1 		$18.4M Buy
+322,092
New +$22.1M 7.42% 6

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wooster Corthell Wealth Management's ITOT Position: Q2 2025 in Review

Wooster Corthell Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.56% in Q2 2025, buying an estimated $227K and bringing the position to 327,410 shares worth $44.2M. The position accounts for 8.19% of the portfolio, ranked #4.

Wooster Corthell Wealth Management first reported a position in ITOT in Q1 2020 and has held it in 22 quarters since. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Wooster Corthell Wealth Management held 327,410 shares of iShares Core S&P Total US Stock Market ETF worth $44.2M as of Q2 2025.
  • Wooster Corthell Wealth Management bought 1,821 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $227K.
  • iShares Core S&P Total US Stock Market ETF made up 8.19% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Wooster Corthell Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.