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

EPG Wealth Management’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	$1M	Buy	7,034 +36	+0.5%	+$5.35K	0.27%	103
2025 Q4	$1.04M	Buy	6,998 +35	+0.5%	+$5.17K	0.28%	97
2025 Q3	$1.01M	Buy	6,963 +18	+0.3%	+$2.52K	0.28%	100
2025 Q2	$938K	Sell	6,945 -4,154	-37%	-$518K	0.28%	99
2025 Q1	$1.35M	Sell	11,099 -1,694	-13%	-$218K	0.38%	74
2024 Q4	$1.65M	Sell	12,793 -514	-4%	-$66.6K	0.43%	59
2024 Q3	$1.67M	Buy	+13,307	New	+$1.61M	0.42%	62
2024 Q2	–	Sell	-14,350	Closed	-$1.65M	–	64
2024 Q1	$1.65M	Sell	14,350 -121	-0.8%	-$13.3K	0.41%	65
2023 Q4	$1.57M	Buy	14,471 +479	+3%	+$46.9K	0.41%	61
2023 Q3	$1.32M	Sell	13,992 -470	-3%	-$46.2K	0.4%	65
2023 Q2	$1.41M	Sell	14,462 -415	-3%	-$38.4K	0.42%	60
2023 Q1	$1.35M	Buy	14,877 +34	+0.2%	+$3.02K	0.42%	58
2022 Q4	$1.26M	Sell	14,843 -39	-0.3%	-$3.33K	0.48%	48
2022 Q3	$1.18M	Sell	14,882 -1,805	-11%	-$160K	0.49%	45
2022 Q2	$1.4M	Sell	16,687 -1,770	-10%	-$161K	0.6%	38
2022 Q1	$1.86M	Buy	18,457 +4,567	+33%	+$455K	0.64%	31
2021 Q4	$1.49M	Sell	13,890 -139	-1%	-$14.5K	0.52%	41
2021 Q3	$1.38M	Buy	14,029 +10	+0.1%	+$1.01K	0.55%	41
2021 Q2	$1.39M	Buy	14,019 +1,806	+15%	+$174K	0.59%	40
2021 Q1	$1.12M	Sell	12,213 -152	-1%	-$13.6K	0.54%	39
2020 Q4	$1.07M	Sell	12,365 -1,798	-13%	-$146K	0.64%	36
2020 Q3	$1.07M	Sell	14,163 -5,252	-27%	-$392K	0.79%	33
2020 Q2	$1.35M	Sell	19,415 -8,244	-30%	-$539K	0.96%	24
2020 Q1	$1.58M	Sell	27,659 -9,158	-25%	-$628K	1.16%	17
2019 Q4	$2.68M	Buy	+36,817	New	+$2.56M	1.96%	10

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

EPG Wealth Management's ITOT Position: Q1 2026 in Review

EPG Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.51% in Q1 2026, buying an estimated $5.35K and bringing the position to 7,034 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #103.

EPG Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.68M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

EPG Wealth Management held 7,034 shares of iShares Core S&P Total US Stock Market ETF worth $1M as of Q1 2026.
EPG Wealth Management bought 36 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.35K.
iShares Core S&P Total US Stock Market ETF made up 0.27% of EPG Wealth Management's portfolio in Q1 2026, its #103 holding.
EPG Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.68M in Q4 2019.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.