ITOT
iShares Core S&P Total U.S. Stock Market ETF
📎 Investment Objective
The iShares Core S&P Total U.S. Stock Market ETF (ITOT) seeks to track the investment results of an index composed of large-, mid-, and small-capitalization U.S. equities.
Overview
ETF tracking iShares Core S&P Total U.S. Stock Market ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Core S&P Total U.S. Stock Market ETF (ITOT) seeks to track the investment results of an index composed of large-, mid-, and small-capitalization U.S. equities.
🎯 Investment Strategy
The fund invests in a representative sample of securities included in the S&P Total Market Index, which measures the performance of the overall U.S. stock market. The fund's portfolio is designed to provide broad exposure to the U.S. equity market.
✨ Key Features
- Broad exposure to the entire U.S. stock market, including large-, mid-, and small-cap stocks
- Low-cost index-based approach with an expense ratio of 0.00%
- Provides a core holding for investors seeking total market exposure
- Suitable for long-term, buy-and-hold investment strategies
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the stock market
- Equity risk: Stocks may decline in value due to factors affecting the overall stock market or a particular industry
- Tracking error risk: The fund may not perfectly track its underlying index
- Concentration risk: The fund's performance may be more volatile due to its focus on the U.S. equity market
👤 Best For
This ETF is best suited for long-term, buy-and-hold investors seeking broad exposure to the U.S. stock market. It can serve as a core holding in a diversified portfolio and may be appropriate for investors with a moderate to high risk tolerance and a long-term investment horizon.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 6.99% | Information Technology |
| 2 | AAPL | APPLE INC | 6.21% | Information Technology |
| 3 | MSFT | MICROSOFT CORP | 5.74% | Information Technology |
| 4 | AMZN | AMAZON COM INC | 3.53% | Consumer Discretionary |
| 5 | GOOGL | ALPHABET INC CLASS A | 2.48% | Communication |
| 6 | AVGO | BROADCOM INC | 2.45% | Information Technology |
| 7 | META | META PLATFORMS INC CLASS A | 2.03% | Communication |
| 8 | GOOG | ALPHABET INC CLASS C | 2.00% | Communication |
| 9 | TSLA | TESLA INC | 1.73% | Consumer Discretionary |
| 10 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | 1.44% | Financials |
| 11 | JPM | JPMORGAN CHASE & CO | 1.30% | Financials |
| 12 | LLY | ELI LILLY | 1.25% | Health Care |
| 13 | V | VISA INC CLASS A | 0.87% | Financials |
| 14 | XOM | EXXON MOBIL CORP | 0.78% | Energy |
| 15 | NFLX | NETFLIX INC | 0.75% | Communication |