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

Bogart Wealth LLC’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 		$2.11M Buy
14,797
+133
+0.9% +$19.8K 0.08% 112
2025
Q4 		$2.18M Buy
14,664
+1,951
+15% +$288K 0.09% 112
2025
Q3 		$1.85M Buy
12,713
+26
+0.2% +$3.65K 0.08% 114
2025
Q2 		$1.71M Buy
12,687
+104
+0.8% +$13K 0.07% 115
2025
Q1 		$1.54M Sell
12,583
-48
-0.4% -$6.19K 0.07% 116
2024
Q4 		$1.62M Hold
12,631
– – 0.08% 116
2024
Q3 		$1.59M Buy
12,631
+1,250
+11% +$151K 0.08% 115
2024
Q2 		$1.35M Buy
11,381
+818
+8% +$93.9K 0.07% 118
2024
Q1 		$1.22M Sell
10,563
-17
-0.2% -$1.86K 0.06% 113
2023
Q4 		$1.11M Hold
10,580
– – 0.06% 119
2023
Q3 		$997K Hold
10,580
– – 0.06% 125
2023
Q2 		$1.04M Buy
10,580
+116
+1% +$10.7K 0.07% 123
2023
Q1 		$948K Sell
10,464
-14
-0.1% -$1.24K 0.06% 122
2022
Q4 		$889K Buy
10,478
+9,054
+636% +$773K 0.06% 127
2022
Q3 		$113K Sell
1,424
-87
-6% -$7.69K 0.01% 207
2022
Q2 		$127K Hold
1,511
– – 0.01% 193
2022
Q1 		$153K Hold
1,511
– – 0.01% 178
2021
Q4 		$162K Sell
1,511
-679
-31% -$71K 0.01% 164
2021
Q3 		$215K Buy
2,190
+14
+0.6% +$1.42K 0.02% 145
2021
Q2 		$215K Buy
2,176
+466
+27% +$44.8K 0.02% 143
2021
Q1 		$157K Buy
+1,710
New +$153K 0.02% 144
2020
Q2 		– Sell
-258
Closed -$15K – 459
2020
Q1 		$15K Buy
258
+239
+1,258% +$16.4K ﹤0.01% 233
2019
Q4 		$1K Buy
+19
New +$1.32K ﹤0.01% 380
2018
Q2 		– Sell
-92
Closed -$6K – 361
2018
Q1 		$6K Hold
92
– – ﹤0.01% 268
2017
Q4 		$6K Buy
+92
New +$5.48K ﹤0.01% 268

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Bogart Wealth LLC's ITOT Position: Q1 2026 in Review

Bogart Wealth LLC increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.91% in Q1 2026, buying an estimated $19.8K and bringing the position to 14,797 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #112.

Bogart Wealth LLC first reported a position in ITOT in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.18M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Bogart Wealth LLC held 14,797 shares of iShares Core S&P Total US Stock Market ETF worth $2.11M as of Q1 2026.
  • Bogart Wealth LLC bought 133 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Bogart Wealth LLC's portfolio in Q1 2026, its #112 holding.
  • Bogart Wealth LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 25 quarters since.
  • Bogart Wealth LLC's iShares Core S&P Total US Stock Market ETF position peaked at $2.18M in Q4 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 Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.