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

Ascent Wealth Partners’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	$355K	Hold	2,493	–	–	0.04%	152
2025 Q4	$371K	Hold	2,493	–	–	0.04%	142
2025 Q3	$363K	Hold	2,493	–	–	0.04%	147
2025 Q2	$337K	Hold	2,493	–	–	0.04%	144
2025 Q1	$304K	Hold	2,493	–	–	0.04%	150
2024 Q4	$321K	Hold	2,493	–	–	0.04%	139
2024 Q3	$313K	Buy	2,493 +686	+38%	+$83.1K	0.04%	136
2024 Q2	$215K	Buy	+1,807	New	+$207K	0.03%	155

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 Wealth Partners's ITOT Position: Q1 2026 in Review

Ascent Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,493 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #152.

Ascent Wealth Partners first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $371K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Ascent Wealth Partners held 2,493 shares of iShares Core S&P Total US Stock Market ETF worth $355K as of Q1 2026.
Ascent Wealth Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Ascent Wealth Partners's portfolio in Q1 2026, its #152 holding.
Ascent Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
Ascent Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $371K in Q4 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 Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.