Corient Private Wealth
ITOT icon

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

Corient Private Wealth’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 		$86.7M Sell
527,619
-4,962
-0.9% -$788K 0.12% 163
2026
Q1 		$76.1M Buy
532,581
+62,197
+13% +$9.25M 0.11% 175
2025
Q4 		$69.9M Buy
470,384
+120,667
+35% +$17.8M 0.1% 197
2025
Q3 		$50.9M Buy
349,717
+85,186
+32% +$11.9M 0.08% 228
2025
Q2 		$35.7M Sell
264,531
-278,147
-51% -$34.7M 0.05% 286
2025
Q1 		$66.2M Buy
542,678
+277,708
+105% +$35.8M 0.11% 185
2024
Q4 		$32M Sell
264,970
-60,411
-19% -$7.82M 0.05% 300
2024
Q3 		$40.9M Buy
325,381
+41,835
+15% +$5.06M 0.06% 276
2024
Q2 		$33.7M Buy
283,546
+6,171
+2% +$708K 0.06% 290
2024
Q1 		$32M Sell
277,375
-2,829
-1% -$310K 0.06% 304
2023
Q4 		$29.5M Buy
280,204
+25,054
+10% +$2.46M 0.05% 316
2023
Q3 		$24M Buy
255,150
+10,158
+4% +$998K 0.06% 306
2023
Q2 		$24M Buy
244,992
+21,832
+10% +$2.02M 0.06% 304
2023
Q1 		$20.2M Buy
223,160
+17,811
+9% +$1.58M 0.05% 309
2022
Q4 		$17.4M Buy
+205,349
New +$17.5M 0.06% 289

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Corient Private Wealth's ITOT Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.93% in Q2 2026, selling an estimated $788K and leaving 527,619 shares worth $86.7M. The position accounts for 0.12% of the portfolio, ranked #163.

Corient Private Wealth first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Corient Private Wealth held 527,619 shares of iShares Core S&P Total US Stock Market ETF worth $86.7M as of Q2 2026.
  • Corient Private Wealth sold 4,962 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $788K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Corient Private Wealth's portfolio in Q2 2026, its #163 holding.
  • Corient Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.