CWP
ITOT icon

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
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
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

Concord Wealth Partners's ITOT Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 266 shares — an estimated $39.6K sold.

Concord Wealth Partners first reported a position in ITOT in Q4 2020 and held it in 19 quarters. The position peaked at $234K in Q1 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 266 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $39.6K.
  • Concord Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $234K in Q1 2021.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.