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

Belpointe 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 		– Sell
-4,350
Closed -$647K – 1132
2025
Q4 		$647K Sell
4,350
-71
-2% -$10.5K 0.02% 576
2025
Q3 		$644K Sell
4,421
-20
-0.5% -$2.81K 0.02% 544
2025
Q2 		$600K Sell
4,441
-1,486
-25% -$185K 0.03% 515
2025
Q1 		$723K Sell
5,927
-141
-2% -$18.2K 0.04% 432
2024
Q4 		$750K Buy
6,068
+10
+0.2% +$1.29K 0.05% 400
2024
Q3 		$761K Sell
6,058
-32
-0.5% -$3.87K 0.05% 378
2024
Q2 		$723K Sell
6,090
-5,557
-48% -$638K 0.05% 361
2024
Q1 		$1.34M Buy
11,647
+1,349
+13% +$148K 0.1% 197
2023
Q4 		$1.08M Buy
10,298
+1,159
+13% +$114K 0.1% 204
2023
Q3 		$861K Sell
9,139
-219
-2% -$21.5K 0.09% 218
2023
Q2 		$916K Sell
9,358
-9,413
-50% -$870K 0.1% 200
2023
Q1 		$1.7M Sell
18,771
-11,319
-38% -$1M 0.09% 230
2022
Q4 		$2.55M Sell
30,090
-8,415
-22% -$718K 0.15% 132
2022
Q3 		$3.06M Sell
38,505
-7,477
-16% -$661K 0.21% 91
2022
Q2 		$3.85M Buy
45,982
+6,632
+17% +$604K 0.26% 75
2022
Q1 		$3.97M Sell
39,350
-3,696
-9% -$369K 0.24% 73
2021
Q4 		$4.6M Buy
43,046
+13,383
+45% +$1.4M 0.29% 72
2021
Q3 		$2.92M Sell
29,663
-2,041
-6% -$206K 0.2% 108
2021
Q2 		$3.13M Buy
31,704
+7,722
+32% +$743K 0.23% 87
2021
Q1 		$2.2M Sell
23,982
-4,804
-17% -$431K 0.19% 112
2020
Q4 		$2.48M Buy
28,786
+8,279
+40% +$671K 0.22% 100
2020
Q3 		$1.55M Buy
20,507
+1,926
+10% +$144K 0.17% 124
2020
Q2 		$1.29M Buy
18,581
+2,953
+19% +$193K 0.17% 125
2020
Q1 		$893K Buy
15,628
+6,873
+79% +$472K 0.16% 147
2019
Q4 		$637K Buy
8,755
+1,446
+20% +$101K 0.08% 272
2019
Q3 		$490K Sell
7,309
-1,303
-15% -$87.3K 0.08% 288
2019
Q2 		$574K Buy
+8,612
New +$564K 0.11% 197
2019
Q1 		– Sell
-6,187
Closed -$351K – 496
2018
Q4 		$351K Sell
6,187
-4,722
-43% -$290K 0.09% 249
2018
Q3 		$727K Buy
+10,909
New +$715K 0.12% 178

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 4,350 shares — an estimated $647K sold.

Belpointe Asset Management first reported a position in ITOT in Q3 2018 and held it in 29 quarters. The position peaked at $4.6M in Q4 2021. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Belpointe Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 4,350 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $647K.
  • Belpointe Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 29 quarters.
  • Belpointe Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.6M in Q4 2021.
  • 1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.