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

Concord Wealth Partners’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 Q2	$49.3K	Buy	+300	New	+$47.6K	0.01%	369
2026 Q1	–	Sell	-266	Closed	-$39.6K	–	493
2025 Q4	$39.6K	Buy	266 +20	+8%	+$2.95K	0.01%	356
2025 Q3	$35.9K	Sell	246 -22	-8%	-$3.08K	0.01%	382
2025 Q2	$36.1K	Buy	268 +20	+8%	+$2.5K	0.01%	380
2025 Q1	$30.2K	Buy	248 +1	+0.4%	+$129	0.01%	385
2024 Q4	$31.8K	Sell	247 -19	-7%	-$2.46K	0.01%	398
2024 Q3	$33.4K	Buy	266 +20	+8%	+$2.42K	0.01%	393
2024 Q2	$29.2K	Sell	246 -10	-4%	-$1.15K	0.01%	373
2024 Q1	$29.5K	Sell	256 -24	-9%	-$2.63K	0.01%	440
2023 Q4	$29.4K	Sell	280 -17	-6%	-$1.67K	0.01%	434
2023 Q3	$28K	Hold	297	–	–	0.01%	461
2023 Q2	$29.1K	Buy	297 +1	+0.3%	+$92	0.01%	447
2023 Q1	$26.8K	Sell	296 -428	-59%	-$38K	0.01%	444
2022 Q4	$61.4K	Buy	+724	New	+$61.8K	0.02%	332
2022 Q3	–	Sell	-720	Closed	-$60K	–	637
2022 Q2	$60K	Sell	720 -25	-3%	-$2.28K	0.02%	333
2022 Q1	$75K	Buy	745 +71	+11%	+$7.08K	0.02%	353
2021 Q4	$72K	Buy	+674	New	+$70.4K	0.02%	373
2021 Q3	–	Sell	-82	Closed	-$8K	–	964
2021 Q2	$8K	Sell	82 -2,471	-97%	-$238K	﹤0.01%	663
2021 Q1	$234K	Buy	2,553 +82	+3%	+$7.36K	0.08%	110
2020 Q4	$213K	Buy	+2,471	New	+$200K	0.16%	69

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Concord Wealth Partners's ITOT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 300 shares worth $49.3K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ITOT as recently as Q4 2025.

Concord Wealth Partners first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $234K in Q1 2021. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Concord Wealth Partners held 300 shares of iShares Core S&P Total US Stock Market ETF worth $49.3K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #369 holding.
Concord Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
Concord Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $234K in Q1 2021.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.