Concurrent Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Concurrent Investment Advisors’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	$5.01M	Buy	35,142 +1,739	+5%	+$259K	0.05%	358
2025 Q4	$4.97M	Buy	33,403 +12,542	+60%	+$1.85M	0.06%	328
2025 Q3	$3.04M	Buy	20,861 +1,528	+8%	+$214K	0.05%	351
2025 Q2	$2.61M	Buy	19,333 +857	+5%	+$107K	0.05%	362
2025 Q1	$2.25M	Buy	18,476 +3,073	+20%	+$396K	0.05%	345
2024 Q4	$1.98M	Sell	15,403 -2,774	-15%	-$359K	0.05%	329
2024 Q3	$2.28M	Buy	18,177 +1,378	+8%	+$167K	0.07%	279
2024 Q2	$2M	Buy	16,799 +7,509	+81%	+$862K	0.07%	281
2024 Q1	$1.07M	Sell	9,290 -1,407	-13%	-$154K	0.04%	359
2023 Q4	$1.13M	Buy	+10,697	New	+$1.05M	0.05%	316

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

Concurrent Investment Advisors's ITOT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q1 2026, buying an estimated $259K and bringing the position to 35,142 shares worth $5.01M. The position accounts for 0.05% of the portfolio, ranked #358.

Concurrent Investment Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Concurrent Investment Advisors held 35,142 shares of iShares Core S&P Total US Stock Market ETF worth $5.01M as of Q1 2026.
Concurrent Investment Advisors bought 1,739 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $259K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #358 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.