Betterment LLC’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 | $1.51B | Sell |
10,617,929
-62,926
| -0.6% | -$9.36M | 2.86% | 7 |
|
|
2025
Q4 | $1.59B | Sell |
10,680,855
-258,550
| -2% | -$38.2M | 3.03% | 7 |
|
|
2025
Q3 | $1.59B | Sell |
10,939,405
-335,914
| -3% | -$47.1M | 3.15% | 7 |
|
|
2025
Q2 | $1.52B | Sell |
11,275,319
-263,508
| -2% | -$32.9M | 3.24% | 7 |
|
|
2025
Q1 | $1.41B | Sell |
11,538,827
-262,047
| -2% | -$33.8M | 3.34% | 7 |
|
|
2024
Q4 | $1.52B | Sell |
11,800,874
-328,010
| -3% | -$42.5M | 3.62% | 7 |
|
|
2024
Q3 | $1.52B | Sell |
12,128,884
-264,226
| -2% | -$32M | 3.64% | 7 |
|
|
2024
Q2 | $1.47B | Sell |
12,393,110
-300,299
| -2% | -$34.5M | 3.81% | 7 |
|
|
2024
Q1 | $1.46B | Sell |
12,693,409
-475,818
| -4% | -$52.2M | 3.93% | 6 |
|
|
2023
Q4 | $1.39B | Sell |
13,169,227
-123,921
| -0.9% | -$12.1M | 3.99% | 8 |
|
|
2023
Q3 | $1.25B | Sell |
13,293,148
-109,356
| -0.8% | -$10.7M | 3.97% | 8 |
|
|
2023
Q2 | $1.31B | Sell |
13,402,504
-433,436
| -3% | -$40.1M | 4.06% | 7 |
|
|
2023
Q1 | $1.25B | Buy |
13,835,940
+227,491
| +2% | +$20.2M | 4.06% | 7 |
|
|
2022
Q4 | $1.15B | Buy |
13,608,449
+1,388,124
| +11% | +$118M | 3.96% | 8 |
|
|
2022
Q3 | $1.02B | Hold |
12,220,325
| – | – | 3.66% | 8 |
|
|
2022
Q2 | $1.02B | Buy |
12,220,325
+418,877
| +4% | +$38.2M | 3.66% | 8 |
|
|
2022
Q1 | $1.19B | Buy |
11,801,448
+1,855,345
| +19% | +$185M | 3.79% | 8 |
|
|
2021
Q4 | $1.06B | Buy |
9,946,103
+60,712
| +0.6% | +$6.35M | 3.31% | 9 |
|
|
2021
Q3 | $973M | Sell |
9,885,391
-156,975
| -2% | -$15.9M | 3.25% | 9 |
|
|
2021
Q2 | $992M | Sell |
10,042,366
-320,785
| -3% | -$30.8M | 3.38% | 9 |
|
|
2021
Q1 | $949M | Sell |
10,363,151
-97,474
| -0.9% | -$8.74M | 3.57% | 8 |
|
|
2020
Q4 | $902M | Sell |
10,460,625
-151,121
| -1% | -$12.2M | 3.78% | 9 |
|
|
2020
Q3 | $801M | Sell |
10,611,746
-234,398
| -2% | -$17.5M | 3.93% | 8 |
|
|
2020
Q2 | $753M | Sell |
10,846,144
-1,319,277
| -11% | -$86.2M | 4.01% | 8 |
|
|
2020
Q1 | $696M | Buy |
12,165,421
+11,258,406
| +1,241% | +$773M | 4.32% | 8 |
|
|
2019
Q4 | $65.9M | Buy |
907,015
+526,577
| +138% | +$36.6M | 0.34% | 26 |
|
|
2019
Q3 | $25.3M | Hold |
380,438
| – | – | 0.14% | 28 |
|
|
2019
Q2 | $25.3M | Sell |
380,438
-18,049
| -5% | -$1.18M | 0.14% | 28 |
|
|
2019
Q1 | $25.7M | Buy |
398,487
+149,378
| +60% | +$9.26M | 0.16% | 28 |
|
|
2018
Q4 | $14.1M | Buy |
249,109
+169,859
| +214% | +$10.4M | 0.1% | 31 |
|
|
2018
Q3 | $5.28M | Sell |
79,250
-43,640
| -36% | -$2.86M | 0.03% | 38 |
|
|
2018
Q2 | $7.68M | Sell |
122,890
-5,050
| -4% | -$314K | 0.05% | 30 |
|
|
2018
Q1 | $7.76M | Buy |
127,940
+90,794
| +244% | +$5.67M | 0.06% | 30 |
|
|
2017
Q4 | $2.27M | Buy |
37,146
+936
| +3% | +$55.8K | 0.02% | 41 |
|
|
2017
Q3 | $2.09M | Sell |
36,210
-14,154
| -28% | -$798K | 0.02% | 38 |
|
|
2017
Q2 | $2.79M | Sell |
50,364
-39,093
| -44% | -$2.15M | 0.03% | 31 |
|
|
2017
Q1 | $4.83M | Sell |
89,457
-96,539
| -52% | -$5.15M | 0.06% | 26 |
|
|
2016
Q4 | $9.54M | Sell |
185,996
-18,344
| -9% | -$918K | 0.14% | 24 |
|
|
2016
Q3 | $10.1M | Buy |
204,340
+47,646
| +30% | +$2.35M | 0.17% | 23 |
|
|
2016
Q2 | $7.46M | Buy |
156,694
+28,690
| +22% | +$1.35M | 0.15% | 23 |
|
|
2016
Q1 | $5.97M | Buy |
128,004
+51,930
| +68% | +$2.29M | 0.15% | 23 |
|
|
2015
Q4 | $3.53M | Buy |
76,074
+26,806
| +54% | +$1.26M | 0.11% | 25 |
|
|
2015
Q3 | $2.16M | Buy |
49,268
+22,748
| +86% | +$1.06M | 0.08% | 26 |
|
|
2015
Q2 | $1.25M | Buy |
26,520
+11,768
| +80% | +$567K | 0.05% | 30 |
|
|
2015
Q1 | $699K | Buy |
14,752
+9,312
| +171% | +$439K | 0.04% | 27 |
|
|
2014
Q4 | $255K | Buy |
+5,440
| New | +$249K | 0.02% | 24 |
|
Other funds holding ITOT
FPAS
AC
Betterment LLC's ITOT Position: Q1 2026 in Review
Betterment LLC reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.59% in Q1 2026, selling an estimated $9.36M and leaving 10,617,929 shares worth $1.51B. The position accounts for 2.86% of the portfolio, ranked #7.
Betterment LLC first reported a position in ITOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.59B in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Betterment LLC held 10,617,929 shares of iShares Core S&P Total US Stock Market ETF worth $1.51B as of Q1 2026.
- Betterment LLC sold 62,926 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.36M.
- iShares Core S&P Total US Stock Market ETF made up 2.86% of Betterment LLC's portfolio in Q1 2026, its #7 holding.
- Betterment LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
- Betterment LLC's iShares Core S&P Total US Stock Market ETF position peaked at $1.59B 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 Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.