EFS
ITOT icon

Essex Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Essex Financial Services’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 		$18.8M Sell
132,253
-561
-0.4% -$83.4K 1.06% 16
2025
Q4 		$19.7M Sell
132,814
-800
-0.6% -$118K 1.12% 15
2025
Q3 		$19.5M Sell
133,614
-8,180
-6% -$1.15M 1.16% 13
2025
Q2 		$19.1M Buy
141,794
+10,384
+8% +$1.3M 1.26% 12
2025
Q1 		$16M Sell
131,410
-4,158
-3% -$536K 1.15% 17
2024
Q4 		$17.4M Buy
135,568
+10,875
+9% +$1.41M 1.23% 14
2024
Q3 		$15.9M Sell
124,693
-22,363
-15% -$2.71M 1.14% 16
2024
Q2 		$17.1M Buy
147,056
+71,558
+95% +$8.21M 1.27% 15
2024
Q1 		$8.7M Buy
75,498
+24,986
+49% +$2.74M 0.8% 26
2023
Q4 		$5.32M Buy
50,512
+14,553
+40% +$1.43M 0.55% 41
2023
Q3 		$3.39M Buy
35,959
+1,816
+5% +$178K 0.39% 59
2023
Q2 		$3.34M Buy
34,143
+874
+3% +$80.8K 0.38% 61
2023
Q1 		$3.01M Sell
33,269
-78
-0.2% -$6.92K 0.32% 79
2022
Q4 		$2.83M Sell
33,347
-393
-1% -$33.5K 0.3% 85
2022
Q3 		$2.68M Buy
33,740
+515
+2% +$45.5K 0.32% 77
2022
Q2 		$2.78M Sell
33,225
-406
-1% -$37K 0.31% 80
2022
Q1 		$3.4M Buy
33,631
+2,222
+7% +$222K 0.33% 75
2021
Q4 		$3.36M Sell
31,409
-3,415
-10% -$357K 0.33% 70
2021
Q3 		$3.43M Buy
34,824
+7,395
+27% +$748K 0.39% 57
2021
Q2 		$2.51M Hold
27,429
– – 0.36% 61
2021
Q1 		$2.51M Buy
27,429
+7,797
+40% +$699K 0.45% 55
2020
Q4 		$1.69M Buy
19,632
+6,130
+45% +$496K 0.34% 72
2020
Q3 		$1.02M Buy
13,502
+2,600
+24% +$194K 0.25% 98
2020
Q2 		$757K Buy
10,902
+1,071
+11% +$70K 0.23% 105
2020
Q1 		$562K Buy
9,831
+5,107
+108% +$350K 0.2% 115
2019
Q4 		$343K Sell
4,724
-576
-11% -$40.1K 0.09% 191
2019
Q3 		$355K Buy
+5,300
New +$355K 0.11% 168
2018
Q2 		– Sell
-28,902
Closed -$1.75M – 313
2018
Q1 		$1.75M Buy
+28,902
New +$1.8M 0.34% 87
2017
Q3 		– Sell
-25,862
Closed -$1.43M – 309
2017
Q2 		$1.43M Buy
25,862
+536
+2% +$29.4K 0.3% 86
2017
Q1 		$1.37M Buy
25,326
+9,716
+62% +$518K 0.31% 80
2016
Q4 		$801K Buy
+15,610
New +$781K 0.17% 128

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

Essex Financial Services's ITOT Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.42% in Q1 2026, selling an estimated $83.4K and leaving 132,253 shares worth $18.8M. The position accounts for 1.06% of the portfolio, ranked #16.

Essex Financial Services first reported a position in ITOT in Q4 2016 and has held it in 31 quarters since. The position peaked at $19.7M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Essex Financial Services held 132,253 shares of iShares Core S&P Total US Stock Market ETF worth $18.8M as of Q1 2026.
  • Essex Financial Services sold 561 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $83.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.06% of Essex Financial Services's portfolio in Q1 2026, its #16 holding.
  • Essex Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 31 quarters since.
  • Essex Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $19.7M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.