Ascent Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ascent Group’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	$1.27M	Buy	8,937 +1,787	+25%	+$266K	0.04%	322
2025 Q4	$1.06M	Sell	7,150 -59	-0.8%	-$8.71K	0.04%	355
2025 Q3	$1.05M	Buy	7,209 +120	+2%	+$16.8K	0.04%	350
2025 Q2	$957K	Sell	7,089 -849	-11%	-$106K	0.04%	342
2025 Q1	$969K	Buy	+7,938	New	+$1.02M	0.04%	330
2022 Q3	–	Sell	-4,375	Closed	-$400K	–	486
2022 Q2	$400K	Buy	+4,375	New	+$399K	0.05%	340

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

Ascent Group's ITOT Position: Q1 2026 in Review

Ascent Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 25% in Q1 2026, buying an estimated $266K and bringing the position to 8,937 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #322.

Ascent Group first reported a position in ITOT in Q2 2022 and has held it in 6 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Ascent Group held 8,937 shares of iShares Core S&P Total US Stock Market ETF worth $1.27M as of Q1 2026.
Ascent Group bought 1,787 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $266K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Ascent Group's portfolio in Q1 2026, its #322 holding.
Ascent Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 6 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 Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.