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

49 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
2026 Q1	$350K	Sell	2,459 -415	-14%	-$61.7K	0.03%	139
2025 Q4	$427K	Sell	2,874 -210	-7%	-$31K	0.03%	124
2025 Q3	$449K	Buy	3,084 +633	+26%	+$88.8K	0.04%	104
2025 Q2	$331K	Buy	2,451 +3	+0.1%	+$374	0.04%	125
2025 Q1	$299K	Buy	+2,448	New	+$316K	0.04%	137

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

49 Wealth Management's ITOT Position: Q1 2026 in Review

49 Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $61.7K and leaving 2,459 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #139.

49 Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $449K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

49 Wealth Management held 2,459 shares of iShares Core S&P Total US Stock Market ETF worth $350K as of Q1 2026.
49 Wealth Management sold 415 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $61.7K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #139 holding.
49 Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $449K in Q3 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 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.