EWA
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Encompass Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Encompass Wealth Advisors’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 		$344K Sell
2,416
-137
-5% -$20.4K 0.12% 74
2025
Q4 		$380K Sell
2,553
-554
-18% -$81.8K 0.13% 74
2025
Q3 		$453K Sell
3,107
-49
-2% -$6.87K 0.15% 71
2025
Q2 		$426K Sell
3,156
-540
-15% -$67.4K 0.16% 70
2025
Q1 		$451K Sell
3,696
-51
-1% -$6.57K 0.18% 67
2024
Q4 		$482K Sell
3,747
-78
-2% -$10.1K 0.19% 64
2024
Q3 		$480K Sell
3,825
-18
-0.5% -$2.18K 0.12% 145
2024
Q2 		$456K Sell
3,843
-425
-10% -$48.8K 0.12% 146
2024
Q1 		$492K Sell
4,268
-80
-2% -$8.77K 0.13% 146
2023
Q4 		$458K Sell
4,348
-123
-3% -$12.1K 0.14% 133
2023
Q3 		$421K Buy
4,471
+352
+9% +$34.6K 0.14% 127
2023
Q2 		$403K Buy
4,119
+3
+0.1% +$277 0.13% 137
2023
Q1 		$373K Sell
4,116
-62
-1% -$5.5K 0.13% 138
2022
Q4 		$354K Sell
4,178
-20
-0.5% -$1.71K 0.13% 137
2022
Q3 		$334K Buy
4,198
+53
+1% +$4.69K 0.13% 140
2022
Q2 		$347K Sell
4,145
-41
-1% -$3.73K 0.12% 140
2022
Q1 		$423K Buy
4,186
+616
+17% +$61.4K 0.11% 145
2021
Q4 		$382K Hold
3,570
– – 0.09% 157
2021
Q3 		$351K Buy
3,570
+261
+8% +$26.4K 0.09% 157
2021
Q2 		$326K Hold
3,309
– – 0.08% 177
2021
Q1 		$316K Sell
3,309
-16
-0.5% -$1.44K 0.08% 176
2020
Q4 		$287K Buy
+3,325
New +$269K 0.17% 86

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Encompass Wealth Advisors's ITOT Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.4% in Q1 2026, selling an estimated $20.4K and leaving 2,416 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #74.

Encompass Wealth Advisors first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $492K in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Encompass Wealth Advisors held 2,416 shares of iShares Core S&P Total US Stock Market ETF worth $344K as of Q1 2026.
  • Encompass Wealth Advisors sold 137 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $20.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Encompass Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Encompass Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $492K in Q1 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 Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.