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

Exencial 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 Q1	$272K	Hold	1,910	–	–	0.01%	502
2025 Q4	$284K	Buy	+1,910	New	+$282K	0.01%	475
2023 Q1	–	Sell	-5,501	Closed	-$466K	–	425
2022 Q4	$466K	Buy	+5,501	New	+$469K	0.03%	298
2022 Q1	–	Sell	-2,673	Closed	-$286K	–	474
2021 Q4	$286K	Buy	+2,673	New	+$279K	0.01%	397

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Exencial Wealth Advisors's ITOT Position: Q1 2026 in Review

Exencial Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,910 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #502.

Exencial Wealth Advisors first reported a position in ITOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $466K in Q4 2022. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Exencial Wealth Advisors held 1,910 shares of iShares Core S&P Total US Stock Market ETF worth $272K as of Q1 2026.
Exencial Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #502 holding.
Exencial Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
Exencial Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $466K in Q4 2022.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.