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

Cresset Asset 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	$65.3M	Buy	458,390 +7,701	+2%	+$1.15M	0.28%	62
2025 Q4	$67M	Buy	450,689 +34,565	+8%	+$5.1M	0.28%	59
2025 Q3	$60.6M	Buy	416,124 +16,054	+4%	+$2.25M	0.26%	61
2025 Q2	$54M	Sell	400,070 -29,405	-7%	-$3.67M	0.27%	61
2025 Q1	$52.4M	Sell	429,475 -48,629	-10%	-$6.27M	0.26%	62
2024 Q4	$61.5M	Sell	478,104 -67,488	-12%	-$8.74M	0.29%	51
2024 Q3	$68.5M	Buy	545,592 +12,287	+2%	+$1.49M	0.26%	53
2024 Q2	$63.3M	Buy	533,305 +25,790	+5%	+$2.96M	0.27%	53
2024 Q1	$58.5M	Buy	507,515 +18,235	+4%	+$2M	0.28%	45
2023 Q4	$51.5M	Buy	489,280 +15,423	+3%	+$1.51M	0.31%	46
2023 Q3	$44.8M	Buy	473,857 +10,493	+2%	+$1.03M	0.17%	67
2023 Q2	$45.3M	Sell	463,364 -277,203	-37%	-$25.6M	0.06%	108
2023 Q1	$67.1M	Buy	740,567 +1,364	+0.2%	+$121K	1.34%	17
2022 Q4	$62.3M	Buy	739,203 +16,428	+2%	+$1.4M	0.79%	24
2022 Q3	$57.5M	Buy	722,775 +293,632	+68%	+$26M	0.73%	19
2022 Q2	$35.9M	Buy	429,143 +5,320	+1%	+$485K	0.44%	29
2022 Q1	$42.8M	Buy	423,823 +8,345	+2%	+$832K	0.44%	28
2021 Q4	$44.4M	Buy	415,478 +3,594	+0.9%	+$376K	0.43%	29
2021 Q3	$40.5M	Buy	411,884 +49,238	+14%	+$4.98M	0.55%	22
2021 Q2	$35.8M	Sell	362,646 -2,638	-0.7%	-$254K	0.51%	22
2021 Q1	$33.5M	Sell	365,284 -3,137	-0.9%	-$281K	0.53%	23
2020 Q4	$31.8M	Buy	368,421 +394	+0.1%	+$31.9K	0.52%	21
2020 Q3	$27.8M	Sell	368,027 -27,112	-7%	-$2.02M	0.52%	21
2020 Q2	$27.4M	Sell	395,139 -255,187	-39%	-$16.7M	0.6%	22
2020 Q1	$37.2M	Buy	650,326 +138,805	+27%	+$9.52M	1.13%	13
2019 Q4	$37.2M	Buy	511,521 +335,799	+191%	+$23.4M	1.01%	15
2019 Q3	$11.8M	Buy	175,722 +32,291	+23%	+$2.16M	0.36%	32
2019 Q2	$9.56M	Buy	143,431 +25,000	+21%	+$1.64M	0.3%	56
2019 Q1	$7.63M	Buy	118,431 +114,894	+3,248%	+$7.13M	0.3%	27
2018 Q4	$201K	Buy	+3,537	New	+$217K	0.01%	213

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

Cresset Asset Management's ITOT Position: Q1 2026 in Review

Cresset Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, buying an estimated $1.15M and bringing the position to 458,390 shares worth $65.3M. The position accounts for 0.28% of the portfolio, ranked #62.

Cresset Asset Management first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $68.5M in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Cresset Asset Management held 458,390 shares of iShares Core S&P Total US Stock Market ETF worth $65.3M as of Q1 2026.
Cresset Asset Management bought 7,701 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.15M.
iShares Core S&P Total US Stock Market ETF made up 0.28% of Cresset Asset Management's portfolio in Q1 2026, its #62 holding.
Cresset Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $68.5M in Q3 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.