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Yale University’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Yale University’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
-6,164
Closed -$793K – 4
2024
Q4 		$793K Sell
6,164
-300
-5% -$38.8K 97.24% 1
2024
Q3 		$812K Hold
6,464
– – 33.4% 2
2024
Q2 		$768K Hold
6,464
– – 22.06% 2
2024
Q1 		$745K Hold
6,464
– – 1.87% 5
2023
Q4 		$680K Sell
6,464
-100
-2% -$9.8K 0.6% 6
2023
Q3 		$621K Hold
6,564
– – 0.61% 3
2023
Q2 		$642K Hold
6,564
– – 0.5% 4
2023
Q1 		$594K Hold
6,564
– – 1.3% 3
2022
Q4 		$557K Buy
+6,564
New +$560K 1.49% 3
2022
Q3 		– Sell
-6,564
Closed -$550K – 6
2022
Q2 		$550K Hold
6,564
– – 3.72% 2
2022
Q1 		$662K Hold
6,564
– – 0.12% 7
2021
Q4 		$702K Sell
6,564
-50
-0.8% -$5.23K 0.13% 12
2021
Q3 		$651K Hold
6,614
– – 0.08% 12
2021
Q2 		$653K Buy
6,614
+225
+4% +$21.6K 0.22% 12
2021
Q1 		$585K Hold
6,389
– – 1.27% 7
2020
Q4 		$551K Hold
6,389
– – 0.37% 10
2020
Q3 		$482K Hold
6,389
– – 1.48% 7
2020
Q2 		$366K Hold
6,389
– – 0.14% 9
2020
Q1 		$366K Hold
6,389
– – 0.14% 9
2019
Q4 		$464K Hold
6,389
– – 0.74% 6
2019
Q3 		$429K Hold
6,389
– – 0.35% 9
2019
Q2 		$426K Sell
6,389
-1,400
-18% -$91.7K 0.35% 8
2019
Q1 		$502K Hold
7,789
– – 0.3% 10
2018
Q4 		$442K Sell
7,789
-162
-2% -$9.95K 0.06% 7
2018
Q3 		$530K Hold
7,951
– – 0.07% 8
2018
Q2 		$497K Buy
+7,951
New +$494K 0.14% 7

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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

Yale University's ITOT Position: Q1 2025 in Review

Yale University sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 6,164 shares — an estimated $793K sold.

Yale University first reported a position in ITOT in Q2 2018 and held it in 26 quarters. The position peaked at $812K in Q3 2024. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Yale University reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Yale University sold 6,164 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $793K.
  • Yale University first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 26 quarters.
  • Yale University's iShares Core S&P Total US Stock Market ETF position peaked at $812K in Q3 2024.
  • 1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Yale University's 13F filing for Q1 2025, filed 15 May 2025.