Capital Group Private Client Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Capital Group Private Client Services’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	$213K	Buy	1,493 +3	+0.2%	+$446	﹤0.01%	237
2025 Q4	$222K	Sell	1,490 -6	-0.4%	-$885	﹤0.01%	281
2025 Q3	$218K	Buy	+1,496	New	+$210K	﹤0.01%	274

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

Capital Group Private Client Services's ITOT Position: Q1 2026 in Review

Capital Group Private Client Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.2% in Q1 2026, buying an estimated $446 and bringing the position to 1,493 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Capital Group Private Client Services first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Capital Group Private Client Services held 1,493 shares of iShares Core S&P Total US Stock Market ETF worth $213K as of Q1 2026.
Capital Group Private Client Services bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $446.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q1 2026, its #237 holding.
Capital Group Private Client Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
Capital Group Private Client Services's iShares Core S&P Total US Stock Market ETF position peaked at $222K 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 Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.