EW
ITOT icon

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

Evoke Wealth’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 		$2.87M Buy
20,155
+654
+3% +$97.2K 0.05% 141
2025
Q4 		$2.9M Buy
19,501
+1
+0% +$148 0.05% 137
2025
Q3 		$2.84M Sell
19,500
-1
-0% -$140 0.06% 131
2025
Q2 		$2.63M Hold
19,501
– – 0.06% 123
2025
Q1 		$2.38M Hold
19,501
– – 0.06% 121
2024
Q4 		$2.51M Buy
19,501
+1,310
+7% +$170K 0.07% 112
2024
Q3 		$2.29M Buy
+18,191
New +$2.2M 0.06% 115
2024
Q2 		– Sell
-18,191
Closed -$2.1M – 238
2024
Q1 		$2.1M Buy
+18,191
New +$1.99M 0.06% 111
2023
Q4 		– Sell
-89,233
Closed -$8.41M – 212
2023
Q3 		$8.41M Buy
89,233
+71,069
+391% +$6.98M 0.3% 41
2023
Q2 		$1.78M Hold
18,164
– – 0.06% 116
2023
Q1 		$1.64M Sell
18,164
-528
-3% -$46.9K 0.06% 122
2022
Q4 		$1.59M Buy
18,692
+2
+0% +$171 0.06% 127
2022
Q3 		$1.49M Buy
18,690
+1,622
+10% +$143K 0.06% 119
2022
Q2 		$1.43M Sell
17,068
-718
-4% -$65.4K 0.05% 129
2022
Q1 		$1.79M Buy
17,786
+1
+0% +$100 0.06% 128
2021
Q4 		$1.9M Buy
17,785
+3
+0% +$314 0.06% 130
2021
Q3 		$1.75M Buy
17,782
+1
+0% +$101 0.07% 129
2021
Q2 		$1.76M Buy
17,781
+3,935
+28% +$378K 0.07% 131
2021
Q1 		$1.27M Buy
13,846
+2
+0% +$179 0.06% 138
2020
Q4 		$1.19M Buy
13,844
+513
+4% +$41.5K 0.08% 82
2020
Q3 		$1.01M Hold
13,331
– – 0.08% 87
2020
Q2 		$926K Buy
13,331
+881
+7% +$57.6K 0.09% 68
2020
Q1 		$712K Buy
+12,450
New +$854K 0.1% 72
2019
Q4 		– Sell
-12,450
Closed -$835K – 1342
2019
Q3 		$835K Buy
+12,450
New +$834K 0.1% 104

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

Evoke Wealth's ITOT Position: Q1 2026 in Review

Evoke Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q1 2026, buying an estimated $97.2K and bringing the position to 20,155 shares worth $2.87M. The position accounts for 0.05% of the portfolio, ranked #141.

Evoke Wealth first reported a position in ITOT in Q3 2019 and has held it in 24 quarters since. The position peaked at $8.41M in Q3 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Evoke Wealth held 20,155 shares of iShares Core S&P Total US Stock Market ETF worth $2.87M as of Q1 2026.
  • Evoke Wealth bought 654 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $97.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #141 holding.
  • Evoke Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 24 quarters since.
  • Evoke Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $8.41M in Q3 2023.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.