World Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

World Investment Advisors’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	$4.99M	Buy	35,067 +518	+1%	+$77K	0.08%	262
2025 Q4	$5.14M	Buy	34,549 +19,733	+133%	+$2.91M	0.08%	255
2025 Q3	$2.16M	Sell	14,816 -1,037	-7%	-$145K	0.04%	382
2025 Q2	$2.14M	Buy	15,853 +988	+7%	+$123K	0.05%	365
2025 Q1	$1.81M	Buy	14,865 +1,456	+11%	+$188K	0.05%	369
2024 Q4	$1.72M	Buy	13,409 +423	+3%	+$54.8K	0.05%	360
2024 Q3	$1.63M	Sell	12,986 -1,961	-13%	-$237K	0.05%	327
2024 Q2	$1.78M	Buy	+14,947	New	+$1.72M	0.11%	178
2024 Q1	–	Sell	-15,941	Closed	-$1.68M	–	431
2023 Q4	$1.68M	Sell	15,941 -14,845	-48%	-$1.45M	0.22%	98
2023 Q3	$2.91M	Buy	30,786 +10,390	+51%	+$1.02M	0.58%	35
2023 Q2	$2M	Buy	20,396 +5,057	+33%	+$468K	0.39%	48
2023 Q1	$1.39M	Sell	15,339 -50	-0.3%	-$4.44K	0.29%	64
2022 Q4	$1.3M	Buy	15,389 +479	+3%	+$40.9K	0.3%	61
2022 Q3	$1.19M	Hold	14,910	–	–	0.28%	56
2022 Q2	$1.38M	Buy	14,910 +560	+4%	+$51K	0.29%	54
2022 Q1	$1.45M	Buy	14,350 +141	+1%	+$14.1K	0.3%	59
2021 Q4	$1.43M	Buy	14,209 +4,767	+50%	+$498K	0.3%	61
2021 Q3	$929K	Hold	9,442	–	–	0.21%	81
2021 Q2	$932K	Buy	9,442 +1,100	+13%	+$106K	0.21%	79
2021 Q1	$784K	Buy	8,342 +76	+0.9%	+$6.82K	0.19%	86
2020 Q4	$760K	Sell	8,266 -975	-11%	-$79K	0.19%	88
2020 Q3	$698K	Buy	9,241 +25	+0.3%	+$1.87K	0.24%	68
2020 Q2	$701K	Buy	9,216 +227	+3%	+$14.8K	0.25%	65
2020 Q1	$514K	Sell	8,989 -286	-3%	-$19.6K	0.24%	67
2019 Q4	$674K	Sell	9,275 -1,494	-14%	-$104K	0.26%	59
2019 Q3	$722K	Buy	10,769 +265	+3%	+$17.8K	0.31%	46
2019 Q2	$698K	Sell	10,504 -3,786	-26%	-$248K	0.31%	45
2019 Q1	$920K	Sell	14,290 -25,557	-64%	-$1.59M	0.42%	35
2018 Q4	$2.36M	Buy	+39,847	New	+$2.45M	1.06%	21

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

World Investment Advisors's ITOT Position: Q1 2026 in Review

World Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q1 2026, buying an estimated $77K and bringing the position to 35,067 shares worth $4.99M. The position accounts for 0.08% of the portfolio, ranked #262.

World Investment Advisors first reported a position in ITOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.14M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

World Investment Advisors held 35,067 shares of iShares Core S&P Total US Stock Market ETF worth $4.99M as of Q1 2026.
World Investment Advisors bought 518 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $77K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of World Investment Advisors's portfolio in Q1 2026, its #262 holding.
World Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
World Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $5.14M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.