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

Congress Wealth Management’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
2025 Q2	$2.11M	Buy	15,646 +2,861	+22%	+$357K	0.02%	543
2025 Q1	$1.57M	Sell	12,785 -21,408	-63%	-$2.76M	0.02%	546
2024 Q4	$4.4M	Buy	34,193 +24,728	+261%	+$3.2M	0.06%	302
2024 Q3	$1.19M	Buy	9,465 +3,474	+58%	+$421K	0.02%	494
2024 Q2	$712K	Hold	5,991	–	–	0.01%	481
2024 Q1	$691K	Sell	5,991 -25,141	-81%	-$2.76M	0.01%	413
2023 Q4	$3.28M	Buy	31,132 +25,329	+436%	+$2.48M	0.06%	262
2023 Q3	$547K	Buy	5,803 +901	+18%	+$88.5K	0.01%	448
2023 Q2	$480K	Sell	4,902 -2,421	-33%	-$224K	0.01%	420
2023 Q1	$663K	Buy	7,323 +50	+0.7%	+$4.44K	0.02%	389
2022 Q4	$617K	Sell	7,273 -2,839	-28%	-$242K	0.02%	386
2022 Q3	$804K	Buy	10,112 +3,513	+53%	+$311K	0.02%	352
2022 Q2	$553K	Hold	6,599	–	–	0.01%	394
2022 Q1	$666K	Sell	6,599 -46,831	-88%	-$4.67M	0.01%	406
2021 Q4	$5.71M	Buy	+53,430	New	+$5.58M	0.11%	206

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Congress Wealth Management's ITOT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 22% in Q2 2025, buying an estimated $357K and bringing the position to 15,646 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #543.

Congress Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.71M in Q4 2021. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Congress Wealth Management held 15,646 shares of iShares Core S&P Total US Stock Market ETF worth $2.11M as of Q2 2025.
Congress Wealth Management bought 2,861 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $357K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #543 holding.
Congress Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $5.71M in Q4 2021.
1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.