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

EP 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
Q2 		$24.5M Buy
149,297
+118,266
+381% +$18.8M 0.09% 153
2026
Q1 		$4.42M Sell
31,031
-4,667
-13% -$694K 0.02% 336
2025
Q4 		$5.31M Buy
+35,698
New +$5.27M 0.03% 270
2025
Q2 		$2.71M Sell
20,063
-7,238
-27% -$903K 0.02% 356
2025
Q1 		$3.33M Sell
27,301
-25,499
-48% -$3.29M 0.03% 277
2024
Q4 		$6.79M Buy
52,800
+31,979
+154% +$4.14M 0.06% 183
2024
Q3 		$2.62M Buy
20,821
+2,710
+15% +$328K 0.02% 310
2024
Q2 		$2.15M Buy
18,111
+114
+0.6% +$13.1K 0.02% 265
2024
Q1 		$2.08M Buy
17,997
+4,624
+35% +$507K 0.02% 258
2023
Q4 		$1.41M Sell
13,373
-1,456
-10% -$143K 0.02% 313
2023
Q3 		$1.4M Sell
14,829
-7,918
-35% -$778K 0.02% 274
2023
Q2 		$1.12M Buy
22,747
+18,538
+440% +$1.71M 0.02% 311
2023
Q1 		$296K Sell
4,209
-5,958
-59% -$529K 0.01% 491
2022
Q4 		$862K Buy
+10,167
New +$868K 0.02% 305
2022
Q3 		– Sell
-4,749
Closed -$398K – 477
2022
Q2 		$398K Sell
4,749
-1,824
-28% -$166K 0.01% 422
2022
Q1 		$663K Buy
6,573
+4
+0.1% +$399 0.01% 327
2021
Q4 		$703K Buy
6,569
+779
+13% +$81.4K 0.02% 299
2021
Q3 		$570K Buy
5,790
+1,059
+22% +$107K 0.02% 309
2021
Q2 		$467K Sell
4,731
-2,216
-32% -$213K 0.01% 350
2021
Q1 		$636K Buy
6,947
+2,810
+68% +$252K 0.02% 281
2020
Q4 		$357K Buy
4,137
+338
+9% +$27.4K 0.01% 322
2020
Q3 		$287K Sell
3,799
-106
-3% -$7.91K 0.01% 296
2020
Q2 		$271K Sell
3,905
-3,428
-47% -$224K 0.01% 319
2020
Q1 		$420K Buy
7,333
+2,906
+66% +$199K 0.02% 272
2019
Q4 		$322K Buy
4,427
+1,023
+30% +$71.2K 0.01% 321
2019
Q3 		$228K Buy
3,404
+334
+11% +$22.4K 0.01% 323
2019
Q2 		$205K Buy
+3,070
New +$201K 0.01% 296

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

EP Wealth Advisors's ITOT Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 381% in Q2 2026, buying an estimated $18.8M and bringing the position to 149,297 shares worth $24.5M. The position accounts for 0.09% of the portfolio, ranked #153.

EP Wealth Advisors first reported a position in ITOT in Q2 2019 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • EP Wealth Advisors held 149,297 shares of iShares Core S&P Total US Stock Market ETF worth $24.5M as of Q2 2026.
  • EP Wealth Advisors bought 118,266 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $18.8M.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • EP Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.