Aureus Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Aureus Asset Management’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	$365K	Hold	2,562	–	–	0.02%	174
2025 Q4	$381K	Sell	2,562 -761	-23%	-$112K	0.02%	153
2025 Q3	$484K	Hold	3,323	–	–	0.03%	131
2025 Q2	$449K	Hold	3,323	–	–	0.03%	129
2025 Q1	$405K	Hold	3,323	–	–	0.03%	136
2024 Q4	$427K	Hold	3,323	–	–	0.03%	135
2024 Q3	$417K	Sell	3,323 -370	-10%	-$44.8K	0.03%	138
2024 Q2	$439K	Hold	3,693	–	–	0.03%	131
2024 Q1	$426K	Sell	3,693 -290	-7%	-$31.8K	0.03%	134
2023 Q4	$419K	Sell	3,983 -590	-13%	-$57.8K	0.03%	129
2023 Q3	$431K	Hold	4,573	–	–	0.03%	126
2023 Q2	$447K	Hold	4,573	–	–	0.03%	123
2023 Q1	$414K	Hold	4,573	–	–	0.03%	128
2022 Q4	$388K	Buy	+4,573	New	+$390K	0.03%	135

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

Aureus Asset Management's ITOT Position: Q1 2026 in Review

Aureus Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,562 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #174.

Aureus Asset Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Aureus Asset Management held 2,562 shares of iShares Core S&P Total US Stock Market ETF worth $365K as of Q1 2026.
Aureus Asset Management 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 0.02% of Aureus Asset Management's portfolio in Q1 2026, its #174 holding.
Aureus Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Aureus Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $484K in Q3 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 Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.