Envestnet Portfolio Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Envestnet Portfolio Solutions’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 Q2	$7.68M	Buy	46,781 +11,497	+33%	+$1.82M	0.04%	260
2026 Q1	$5.03M	Buy	35,284 +1,317	+4%	+$196K	0.03%	292
2025 Q4	$5.05M	Buy	33,967 +2,138	+7%	+$316K	0.02%	358
2025 Q3	$4.64M	Sell	31,829 -26,658	-46%	-$3.74M	0.02%	365
2025 Q2	$7.9M	Buy	58,487 +2,005	+4%	+$250K	0.03%	266
2025 Q1	$6.41M	Sell	56,482 -506	-0.9%	-$65.2K	0.02%	308
2024 Q4	$7.33M	Sell	56,988 -2,243	-4%	-$290K	0.02%	314
2024 Q3	$7.44M	Sell	59,231 -1,127	-2%	-$136K	0.02%	305
2024 Q2	$7.17M	Sell	60,358 -11,629	-16%	-$1.33M	0.03%	294
2024 Q1	$8.3M	Buy	71,987 +1,164	+2%	+$128K	0.03%	268
2023 Q4	$7.45M	Buy	70,823 +19,595	+38%	+$1.92M	0.03%	248
2023 Q3	$4.83M	Buy	+51,228	New	+$5.03M	0.02%	317

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Portfolio Solutions's ITOT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 33% in Q2 2026, buying an estimated $1.82M and bringing the position to 46,781 shares worth $7.68M. The position accounts for 0.04% of the portfolio, ranked #260.

Envestnet Portfolio Solutions first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.3M in Q1 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Envestnet Portfolio Solutions held 46,781 shares of iShares Core S&P Total US Stock Market ETF worth $7.68M as of Q2 2026.
Envestnet Portfolio Solutions bought 11,497 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.82M.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #260 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $8.3M in Q1 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.