Atria Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $455K | Buy |
3,197
+306
| +11% | +$45.5K | 0.01% | 1498 |
|
|
2025
Q4 | $430K | Sell |
2,891
-182
| -6% | -$26.9K | ﹤0.01% | 1539 |
|
|
2025
Q3 | $448K | Sell |
3,073
-157
| -5% | -$22K | 0.01% | 1481 |
|
|
2025
Q2 | $436K | Buy |
+3,230
| New | +$403K | 0.01% | 1497 |
|
|
2024
Q2 | – | Sell |
-14,940
| Closed | -$1.72M | – | 1913 |
|
|
2024
Q1 | $1.72M | Buy |
14,940
+1,528
| +11% | +$168K | 0.02% | 718 |
|
|
2023
Q4 | $1.41M | Buy |
+13,412
| New | +$1.31M | 0.02% | 745 |
|
|
2022
Q4 | – | Sell |
-66,373
| Closed | -$5.28M | – | 789 |
|
|
2022
Q3 | $5.28M | Sell |
66,373
-32,025
| -33% | -$2.83M | 0.12% | 219 |
|
|
2022
Q2 | $8.24M | Buy |
98,398
+35,053
| +55% | +$3.19M | 0.17% | 143 |
|
|
2022
Q1 | $6.39M | Buy |
63,345
+21,853
| +53% | +$2.18M | 0.11% | 215 |
|
|
2021
Q4 | $4.44M | Buy |
+41,492
| New | +$4.34M | 0.08% | 314 |
|
|
2020
Q4 | – | Sell |
-34,718
| Closed | -$2.62M | – | 679 |
|
|
2020
Q3 | $2.62M | Buy |
34,718
+2,128
| +7% | +$159K | 0.08% | 267 |
|
|
2020
Q2 | $2.26M | Buy |
+32,590
| New | +$2.13M | 0.08% | 281 |
|
|
2020
Q1 | – | Sell |
-608,447
| Closed | -$44.2M | – | 867 |
|
|
2019
Q4 | $44.2M | Sell |
608,447
-141,272
| -19% | -$9.83M | 1.2% | 13 |
|
|
2019
Q3 | $50.3M | Sell |
749,719
-40,643
| -5% | -$2.72M | 1.79% | 10 |
|
|
2019
Q2 | $51.6M | Buy |
790,362
+18,685
| +2% | +$1.22M | 1.92% | 9 |
|
|
2019
Q1 | $49.7M | Buy |
771,677
+218,550
| +40% | +$13.6M | 2.1% | 5 |
|
|
2018
Q4 | $31.4M | Buy |
553,127
+105,381
| +24% | +$6.47M | 1.39% | 12 |
|
|
2018
Q3 | $29.8M | Buy |
447,746
+7,089
| +2% | +$464K | 1.18% | 12 |
|
|
2018
Q2 | $27.6M | Buy |
440,657
+6,279
| +1% | +$390K | 1.21% | 12 |
|
|
2018
Q1 | $26.3M | Buy |
434,378
+16,461
| +4% | +$1.03M | 1.27% | 12 |
|
|
2017
Q4 | $25.6M | Buy |
417,917
+8,814
| +2% | +$525K | 1.27% | 12 |
|
|
2017
Q3 | $23.6M | Buy |
409,103
+365,483
| +838% | +$20.6M | 1.28% | 12 |
|
|
2017
Q2 | $2.42M | Sell |
43,620
-9,397
| -18% | -$516K | 0.15% | 152 |
|
|
2017
Q1 | $2.87M | Buy |
53,017
+5,513
| +12% | +$294K | 0.19% | 109 |
|
|
2016
Q4 | $2.44M | Buy |
47,504
+19,364
| +69% | +$969K | 0.19% | 99 |
|
|
2016
Q3 | $1.39M | Buy |
28,140
+348
| +1% | +$17.2K | 0.13% | 148 |
|
|
2016
Q2 | $1.34M | Sell |
27,792
-158,018
| -85% | -$7.45M | 0.14% | 130 |
|
|
2016
Q1 | $8.67M | Buy |
185,810
+157,600
| +559% | +$6.96M | 0.99% | 17 |
|
|
2015
Q4 | $1.23M | Buy |
28,210
+3,346
| +13% | +$157K | 0.14% | 111 |
|
|
2015
Q3 | $1.09M | Sell |
24,864
-181,120
| -88% | -$8.41M | 0.15% | 99 |
|
|
2015
Q2 | $9.73M | Buy |
205,984
+195,670
| +1,897% | +$9.42M | 1.14% | 17 |
|
|
2015
Q1 | $489K | Sell |
10,314
-24,268
| -70% | -$1.15M | 0.06% | 245 |
|
|
2014
Q4 | $1.62M | Buy |
34,582
+28,258
| +447% | +$1.3M | 0.17% | 93 |
|
|
2014
Q3 | $284K | Sell |
6,324
-214
| -3% | -$9.66K | 0.03% | 374 |
|
|
2014
Q2 | $293K | Sell |
6,538
-550
| -8% | -$23.9K | 0.03% | 343 |
|
|
2014
Q1 | $304K | Sell |
7,088
-256
| -3% | -$10.8K | 0.03% | 356 |
|
|
2013
Q4 | $311K | Sell |
7,344
-654
| -8% | -$26.5K | 0.03% | 367 |
|
|
2013
Q3 | $308K | Sell |
7,998
-276
| -3% | -$10.6K | 0.03% | 359 |
|
|
2013
Q2 | $303K | Buy |
+8,274
| New | +$304K | 0.04% | 290 |
|
Other funds holding ITOT
FPAS
Atria Investments's ITOT Position: Q1 2026 in Review
Atria Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q1 2026, buying an estimated $45.5K and bringing the position to 3,197 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1498.
Atria Investments first reported a position in ITOT in Q2 2013 and has held it in 39 quarters since. The position peaked at $51.6M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Atria Investments held 3,197 shares of iShares Core S&P Total US Stock Market ETF worth $455K as of Q1 2026.
- Atria Investments bought 306 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $45.5K.
- iShares Core S&P Total US Stock Market ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1498 holding.
- Atria Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 39 quarters since.
- Atria Investments's iShares Core S&P Total US Stock Market ETF position peaked at $51.6M in Q2 2019.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.