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

Atria Wealth Solutions’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
2025 Q2	$6.72M	Sell	49,638 -85,287	-63%	-$10.6M	0.15%	150
2025 Q1	$16.5M	Sell	134,925 -34,301	-20%	-$4.42M	0.2%	110
2024 Q4	$21.8M	Sell	169,226 -4,319	-2%	-$559K	0.24%	90
2024 Q3	$21.8M	Buy	173,545 +3,738	+2%	+$453K	0.24%	92
2024 Q2	$20.2M	Sell	169,807 -11,768	-6%	-$1.35M	0.22%	93
2024 Q1	$20.9M	Buy	181,575 +2,143	+1%	+$235K	0.24%	94
2023 Q4	$18.9M	Buy	179,432 +25,873	+17%	+$2.54M	0.24%	96
2023 Q3	$14.5M	Sell	153,559 -7,787	-5%	-$765K	0.2%	108
2023 Q2	$15.8M	Buy	161,346 +11,473	+8%	+$1.06M	0.22%	103
2023 Q1	$13.6M	Buy	149,873 +2,577	+2%	+$229K	0.2%	110
2022 Q4	$12.5M	Sell	147,296 -1,877	-1%	-$160K	0.2%	113
2022 Q3	$11.9M	Sell	149,173 -98,065	-40%	-$8.67M	0.21%	108
2022 Q2	$20.7M	Buy	247,238 +76,523	+45%	+$6.97M	0.39%	57
2022 Q1	$17.2M	Buy	+170,715	New	+$17M	0.29%	74

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's ITOT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 63% in Q2 2025, selling an estimated $10.6M and leaving 49,638 shares worth $6.72M. The position accounts for 0.15% of the portfolio, ranked #150.

Atria Wealth Solutions first reported a position in ITOT in Q1 2022 and has held it in 14 quarters since. The position peaked at $21.8M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Atria Wealth Solutions held 49,638 shares of iShares Core S&P Total US Stock Market ETF worth $6.72M as of Q2 2025.
Atria Wealth Solutions sold 85,287 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $10.6M.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #150 holding.
Atria Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $21.8M in Q3 2024.
1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.