Envestnet Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $603M | Buy |
4,233,606
+611,348
| +17% | +$90.9M | 0.16% | 106 |
|
|
2025
Q4 | $539M | Sell |
3,622,258
-534,516
| -13% | -$78.9M | 0.16% | 105 |
|
|
2025
Q3 | $605M | Sell |
4,156,774
-232,805
| -5% | -$32.6M | 0.17% | 95 |
|
|
2025
Q2 | $593M | Buy |
4,389,579
+1,960,197
| +81% | +$245M | 0.17% | 102 |
|
|
2025
Q1 | $296M | Buy |
2,429,382
+107,032
| +5% | +$13.8M | 0.1% | 194 |
|
|
2024
Q4 | $299M | Buy |
2,322,350
+98,147
| +4% | +$12.7M | 0.1% | 187 |
|
|
2024
Q3 | $279M | Buy |
2,224,203
+29,721
| +1% | +$3.6M | 0.09% | 204 |
|
|
2024
Q2 | $261M | Sell |
2,194,482
-110,769
| -5% | -$12.7M | 0.09% | 209 |
|
|
2024
Q1 | $266M | Sell |
2,305,251
-2,001,833
| -46% | -$220M | 0.1% | 198 |
|
|
2023
Q4 | $453M | Buy |
4,307,084
+865,808
| +25% | +$84.8M | 0.19% | 101 |
|
|
2023
Q3 | $324M | Sell |
3,441,276
-130,158
| -4% | -$12.8M | 0.15% | 123 |
|
|
2023
Q2 | $349M | Buy |
3,571,434
+616,269
| +21% | +$57M | 0.15% | 105 |
|
|
2023
Q1 | $268M | Sell |
2,955,165
-864,176
| -23% | -$76.7M | 0.13% | 134 |
|
|
2022
Q4 | $324M | Sell |
3,819,341
-1,652,510
| -30% | -$141M | 0.17% | 107 |
|
|
2022
Q3 | $435M | Sell |
5,471,851
-13,897,469
| -72% | -$1.23B | 0.25% | 75 |
|
|
2022
Q2 | $1.62B | Buy |
19,369,320
+15,494,744
| +400% | +$1.41B | 0.91% | 16 |
|
|
2022
Q1 | $391M | Sell |
3,874,576
-56,881
| -1% | -$5.67M | 0.2% | 91 |
|
|
2021
Q4 | $421M | Buy |
3,931,457
+248,177
| +7% | +$25.9M | 0.21% | 92 |
|
|
2021
Q3 | $362M | Buy |
3,683,280
+12,210
| +0.3% | +$1.23M | 0.2% | 89 |
|
|
2021
Q2 | $363M | Sell |
3,671,070
-103,436
| -3% | -$9.95M | 0.21% | 90 |
|
|
2021
Q1 | $346M | Buy |
3,774,506
+194,742
| +5% | +$17.5M | 0.22% | 81 |
|
|
2020
Q4 | $309M | Buy |
3,579,764
+126,860
| +4% | +$10.3M | 0.23% | 69 |
|
|
2020
Q3 | $261M | Sell |
3,452,904
-11,513
| -0.3% | -$859K | 0.23% | 70 |
|
|
2020
Q2 | $241M | Sell |
3,464,417
-5,264,449
| -60% | -$344M | 0.24% | 78 |
|
|
2020
Q1 | $499M | Sell |
8,728,866
-3,115,193
| -26% | -$214M | 0.59% | 34 |
|
|
2019
Q4 | $861M | Sell |
11,844,059
-3,869,721
| -25% | -$269M | 0.91% | 22 |
|
|
2019
Q3 | $1.05B | Buy |
15,713,780
+790,861
| +5% | +$53M | 1.15% | 18 |
|
|
2019
Q2 | $994M | Buy |
14,922,919
+2,120,813
| +17% | +$139M | 1.25% | 14 |
|
|
2019
Q1 | $824M | Buy |
12,802,106
+9,713,125
| +314% | +$602M | 1.13% | 18 |
|
|
2018
Q4 | $175M | Buy |
3,088,981
+960,912
| +45% | +$59M | 0.27% | 65 |
|
|
2018
Q3 | $142M | Buy |
2,128,069
+64,798
| +3% | +$4.25M | 0.25% | 55 |
|
|
2018
Q2 | $129M | Buy |
2,063,271
+22,117
| +1% | +$1.37M | 0.29% | 49 |
|
|
2018
Q1 | $123M | Buy |
2,041,154
+941,428
| +86% | +$58.8M | 0.35% | 47 |
|
|
2017
Q4 | $67.2M | Buy |
1,099,726
+70,580
| +7% | +$4.21M | 0.15% | 82 |
|
|
2017
Q3 | $59.3M | Buy |
1,029,146
+59,039
| +6% | +$3.33M | 0.14% | 82 |
|
|
2017
Q2 | $53.8M | Sell |
970,107
-1,330,634
| -58% | -$73M | 0.15% | 86 |
|
|
2017
Q1 | $124M | Buy |
2,300,741
+549,639
| +31% | +$29.3M | 0.4% | 42 |
|
|
2016
Q4 | $89.8M | Buy |
1,751,102
+514,321
| +42% | +$25.7M | 0.33% | 52 |
|
|
2016
Q3 | $61.3M | Buy |
1,236,781
+946,243
| +326% | +$46.7M | 0.24% | 59 |
|
|
2016
Q2 | $13.8M | Buy |
290,538
+9,364
| +3% | +$442K | 0.06% | 292 |
|
|
2016
Q1 | $13.1M | Buy |
281,174
+14,996
| +6% | +$662K | 0.06% | 284 |
|
|
2015
Q4 | $12.4M | Buy |
266,178
+22,378
| +9% | +$1.05M | 0.06% | 288 |
|
|
2015
Q3 | $10.7M | Sell |
243,800
-16,828
| -6% | -$781K | 0.05% | 299 |
|
|
2015
Q2 | $12.3M | Buy |
260,628
+30,042
| +13% | +$1.45M | 0.06% | 305 |
|
|
2015
Q1 | $10.9M | Buy |
230,586
+123,334
| +115% | +$5.82M | 0.06% | 330 |
|
|
2014
Q4 | $5.04M | Buy |
107,252
+88,360
| +468% | +$4.05M | 0.05% | 218 |
|
|
2014
Q3 | $847K | Sell |
18,892
-26,442
| -58% | -$1.19M | 0.01% | 623 |
|
|
2014
Q2 | $2.03M | Sell |
45,334
-1,112
| -2% | -$48.4K | 0.02% | 371 |
|
|
2014
Q1 | $1.99M | Sell |
46,446
-2,318
| -5% | -$97.5K | 0.02% | 317 |
|
|
2013
Q4 | $2.06M | Sell |
48,764
-1,500
| -3% | -$60.8K | 0.02% | 301 |
|
|
2013
Q3 | $1.94M | Sell |
50,264
-2,884
| -5% | -$111K | 0.02% | 291 |
|
|
2013
Q2 | $1.95M | Buy |
+53,148
| New | +$1.95M | 0.03% | 281 |
|
Other funds holding ITOT
FPAS
Envestnet Asset Management's ITOT Position: Q1 2026 in Review
Envestnet Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q1 2026, buying an estimated $90.9M and bringing the position to 4,233,606 shares worth $603M. The position accounts for 0.16% of the portfolio, ranked #106.
Envestnet Asset Management first reported a position in ITOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.62B in Q2 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Envestnet Asset Management held 4,233,606 shares of iShares Core S&P Total US Stock Market ETF worth $603M as of Q1 2026.
- Envestnet Asset Management bought 611,348 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $90.9M.
- iShares Core S&P Total US Stock Market ETF made up 0.16% of Envestnet Asset Management's portfolio in Q1 2026, its #106 holding.
- Envestnet Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.62B in Q2 2022.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.