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

EverSource 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	$417K	Sell	2,536 -191	-7%	-$30.3K	0.01%	635
2026 Q1	$388K	Sell	2,727 -36	-1%	-$5.35K	0.01%	718
2025 Q4	$411K	Buy	2,763 +684	+33%	+$101K	0.02%	611
2025 Q3	$303K	Buy	2,079 +118	+6%	+$16.5K	0.01%	726
2025 Q2	$265K	Sell	1,961 -24	-1%	-$3K	0.01%	736
2025 Q1	$242K	Buy	1,985 +1,020	+106%	+$131K	0.01%	587
2024 Q4	$124K	Sell	965 -546	-36%	-$70.7K	0.01%	839
2024 Q3	$190K	Buy	1,511 +2	+0.1%	+$242	0.01%	577
2024 Q2	$183K	Sell	1,509 -988	-40%	-$113K	0.01%	589
2024 Q1	$275K	Sell	2,497 -12,771	-84%	-$1.4M	0.02%	401
2023 Q4	$1.61M	Buy	15,268 +14,647	+2,359%	+$1.44M	0.15%	130
2023 Q3	$58.5K	Hold	621	–	–	0.01%	754
2023 Q2	$60.8K	Hold	621	–	–	0.01%	760
2023 Q1	$56.2K	Hold	621	–	–	0.01%	752
2022 Q4	$52.7K	Hold	621	–	–	0.01%	743
2022 Q3	$49K	Sell	621 -195	-24%	-$17.2K	0.01%	641
2022 Q2	$68K	Hold	816	–	–	0.02%	510
2022 Q1	$82K	Sell	816 -509	-38%	-$50.8K	0.02%	375
2021 Q4	$142K	Buy	+1,325	New	+$138K	0.04%	267

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

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

EverSource Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, selling an estimated $30.3K and leaving 2,536 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #635.

EverSource Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q4 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

EverSource Wealth Advisors held 2,536 shares of iShares Core S&P Total US Stock Market ETF worth $417K as of Q2 2026.
EverSource Wealth Advisors sold 191 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $30.3K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #635 holding.
EverSource Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.61M in Q4 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.