AO
ITOT icon

Advisor OS’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Advisor OS’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 		$923K Buy
6,478
+3,477
+116% +$517K 0.07% 193
2025
Q4 		$446K Sell
3,001
-502
-14% -$74.1K 0.04% 296
2025
Q3 		$510K Buy
3,503
+520
+17% +$72.9K 0.04% 260
2025
Q2 		$403K Sell
2,983
-77
-3% -$9.61K 0.04% 290
2025
Q1 		$373K Hold
3,060
– – 0.04% 279
2024
Q4 		$394K Buy
3,060
+421
+16% +$54.5K 0.05% 267
2024
Q3 		$331K Buy
2,639
+2
+0.1% +$242 0.03% 306
2024
Q2 		$313K Buy
2,637
+115
+5% +$13.2K 0.03% 298
2024
Q1 		$291K Hold
2,522
– – 0.03% 316
2023
Q4 		$265K Buy
2,522
+3
+0.1% +$294 0.03% 277
2023
Q3 		$237K Hold
2,519
– – 0.04% 258
2023
Q2 		$246K Buy
2,519
+228
+10% +$21.1K 0.04% 262
2023
Q1 		$207K Buy
+2,291
New +$203K 0.05% 230
2022
Q2 		– Sell
-5,911
Closed -$597K – 206
2022
Q1 		$597K Sell
5,911
-554
-9% -$55.2K 0.17% 126
2021
Q4 		$692K Hold
6,465
– – 0.14% 139
2021
Q3 		$636K Hold
6,465
– – 0.14% 131
2021
Q2 		$638K Hold
6,465
– – 0.13% 118
2021
Q1 		$592K Buy
+6,465
New +$580K 0.13% 111

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

Advisor OS's ITOT Position: Q1 2026 in Review

Advisor OS increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 116% in Q1 2026, buying an estimated $517K and bringing the position to 6,478 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #193.

Advisor OS first reported a position in ITOT in Q1 2021 and has held it in 18 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Advisor OS held 6,478 shares of iShares Core S&P Total US Stock Market ETF worth $923K as of Q1 2026.
  • Advisor OS bought 3,477 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $517K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Advisor OS's portfolio in Q1 2026, its #193 holding.
  • Advisor OS first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.