Edgestream Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Edgestream Partners’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	$603K	Sell	4,233 -3,198	-43%	-$476K	0.02%	712
2025 Q4	$1.1M	Buy	7,431 +5,646	+316%	+$833K	0.03%	672
2025 Q3	$260K	Sell	1,785 -1,047	-37%	-$147K	0.01%	817
2025 Q2	$382K	Buy	+2,832	New	+$353K	0.01%	759
2025 Q1	–	Sell	-1,620	Closed	-$208K	–	936
2024 Q4	$208K	Sell	1,620 -657	-29%	-$85.1K	0.01%	815
2024 Q3	$286K	Sell	2,277 -809	-26%	-$97.9K	0.01%	775
2024 Q2	$367K	Sell	3,086 -1,335	-30%	-$153K	0.02%	715
2024 Q1	$510K	Buy	+4,421	New	+$485K	0.03%	630

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

Edgestream Partners's ITOT Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 43% in Q1 2026, selling an estimated $476K and leaving 4,233 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #712.

Edgestream Partners first reported a position in ITOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Edgestream Partners held 4,233 shares of iShares Core S&P Total US Stock Market ETF worth $603K as of Q1 2026.
Edgestream Partners sold 3,198 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $476K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #712 holding.
Edgestream Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
Edgestream Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.1M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.