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Wrenne Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wrenne Financial Planning’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 		$248K Sell
1,738
-47
-3% -$6.99K 0.1% 44
2025
Q4 		$265K Buy
1,785
+171
+11% +$25.2K 0.11% 41
2025
Q3 		$235K Hold
1,614
– – 0.1% 40
2025
Q2 		$218K Buy
+1,614
New +$201K 0.1% 43
2025
Q1 		– Sell
-1,709
Closed -$220K – 46
2024
Q4 		$220K Hold
1,709
– – 0.13% 40
2024
Q3 		$215K Buy
+1,709
New +$207K 0.13% 41

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Wrenne Financial Planning's ITOT Position: Q1 2026 in Review

Wrenne Financial Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q1 2026, selling an estimated $6.99K and leaving 1,738 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #44.

Wrenne Financial Planning first reported a position in ITOT in Q3 2024 and has held it in 6 quarters since. The position peaked at $265K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Wrenne Financial Planning held 1,738 shares of iShares Core S&P Total US Stock Market ETF worth $248K as of Q1 2026.
  • Wrenne Financial Planning sold 47 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $6.99K.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Wrenne Financial Planning's portfolio in Q1 2026, its #44 holding.
  • Wrenne Financial Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
  • Wrenne Financial Planning's iShares Core S&P Total US Stock Market ETF position peaked at $265K 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 Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.