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

Correct Capital 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
2026 Q1	$64.8M	Buy	454,946 +416,182	+1,074%	+$61.9M	12.1%	2
2025 Q4	$5.76M	Buy	38,764 +12,876	+50%	+$1.9M	1.08%	15
2025 Q3	$3.77M	Buy	25,888 +3,204	+14%	+$449K	0.62%	24
2025 Q2	$3.06M	Sell	22,684 -50	-0.2%	-$6.24K	0.45%	23
2025 Q1	$2.77M	Buy	22,734 +743	+3%	+$95.8K	0.45%	19
2024 Q4	$2.83M	Buy	21,991 +1,536	+8%	+$199K	0.56%	19
2024 Q3	$2.57M	Buy	20,455 +7,732	+61%	+$936K	0.57%	20
2024 Q2	$1.51M	Buy	12,723 +2,615	+26%	+$300K	0.35%	31
2024 Q1	$1.17M	Buy	10,108 +3,022	+43%	+$331K	0.27%	47
2023 Q4	$746K	Buy	+7,086	New	+$694K	0.19%	59

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

Correct Capital Wealth Management's ITOT Position: Q1 2026 in Review

Correct Capital Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1,074% in Q1 2026, buying an estimated $61.9M and bringing the position to 454,946 shares worth $64.8M. The position accounts for 12.1% of the portfolio, ranked #2.

Correct Capital Wealth Management 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.

Correct Capital Wealth Management held 454,946 shares of iShares Core S&P Total US Stock Market ETF worth $64.8M as of Q1 2026.
Correct Capital Wealth Management bought 416,182 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $61.9M.
iShares Core S&P Total US Stock Market ETF made up 12.1% of Correct Capital Wealth Management's portfolio in Q1 2026, its #2 holding.
Correct Capital Wealth Management 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 Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.