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

Atomi Financial 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 		$6.14M Buy
43,108
+20,761
+93% +$3.09M 0.19% 100
2025
Q4 		$3.32M Buy
22,347
+7,389
+49% +$1.09M 0.1% 162
2025
Q3 		$2.18M Sell
14,958
-2,582
-15% -$362K 0.07% 192
2025
Q2 		$2.37M Buy
17,540
+2,300
+15% +$287K 0.09% 160
2025
Q1 		$1.86M Sell
15,240
-642
-4% -$82.7K 0.08% 181
2024
Q4 		$2.04M Sell
15,882
-706
-4% -$91.4K 0.1% 144
2024
Q3 		$2.08M Buy
16,588
+4,731
+40% +$573K 0.13% 132
2024
Q2 		$1.41M Sell
11,857
-11,940
-50% -$1.37M 0.1% 159
2024
Q1 		$2.74M Buy
23,797
+19,797
+495% +$2.17M 0.25% 88
2023
Q4 		$421K Buy
+4,000
New +$392K 0.06% 317

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

Atomi Financial Group's ITOT Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 93% in Q1 2026, buying an estimated $3.09M and bringing the position to 43,108 shares worth $6.14M. The position accounts for 0.19% of the portfolio, ranked #100.

Atomi Financial Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Atomi Financial Group held 43,108 shares of iShares Core S&P Total US Stock Market ETF worth $6.14M as of Q1 2026.
  • Atomi Financial Group bought 20,761 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.09M.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Atomi Financial Group's portfolio in Q1 2026, its #100 holding.
  • Atomi Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 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 Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.