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

FAS Wealth Partners’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 		$5.83M Sell
40,905
-85
-0.2% -$12.6K 0.36% 61
2025
Q4 		$6.09M Sell
40,990
-477
-1% -$70.4K 0.39% 59
2025
Q3 		$6.04M Sell
41,467
-670
-2% -$94K 0.41% 55
2025
Q2 		$5.69M Buy
42,137
+946
+2% +$118K 0.42% 51
2025
Q1 		$5.03M Sell
41,191
-540
-1% -$69.6K 0.41% 53
2024
Q4 		$5.37M Sell
41,731
-914
-2% -$118K 0.45% 54
2024
Q3 		$5.36M Buy
42,645
+250
+0.6% +$30.3K 0.43% 54
2024
Q2 		$5.04M Sell
42,395
-449
-1% -$51.5K 0.44% 53
2024
Q1 		$4.94M Sell
42,844
-1,259
-3% -$138K 0.44% 50
2023
Q4 		$4.64M Buy
44,103
+445
+1% +$43.6K 0.44% 52
2023
Q3 		$4.11M Sell
43,658
-8,934
-17% -$878K 0.44% 51
2023
Q2 		$5.15M Sell
52,592
-592
-1% -$54.7K 0.65% 31
2023
Q1 		$4.82M Sell
53,184
-3,615
-6% -$321K 0.52% 42
2022
Q4 		$4.82M Sell
56,799
-3,128
-5% -$267K 0.55% 44
2022
Q3 		$4.77M Sell
59,927
-5,463
-8% -$483K 0.53% 38
2022
Q2 		$5.48M Buy
65,390
+365
+0.6% +$33.3K 0.58% 35
2022
Q1 		$6.56M Sell
65,025
-1,150
-2% -$115K 0.62% 28
2021
Q4 		$7.08M Sell
66,175
-699
-1% -$73.1K 0.65% 27
2021
Q3 		$6.58M Sell
66,874
-217
-0.3% -$21.9K 0.62% 26
2021
Q2 		$6.63M Sell
67,091
-3,932
-6% -$378K 0.62% 27
2021
Q1 		$6.51M Buy
71,023
+2,007
+3% +$180K 0.68% 28
2020
Q4 		$5.95M Sell
69,016
-12,521
-15% -$1.01M 0.68% 29
2020
Q3 		$6.16M Sell
81,537
-919
-1% -$68.6K 0.84% 22
2020
Q2 		$5.73M Buy
82,456
+24,906
+43% +$1.63M 0.84% 20
2020
Q1 		$3.29M Buy
57,550
+28,320
+97% +$1.94M 0.58% 37
2019
Q4 		$2.13M Buy
29,230
+498
+2% +$34.7K 0.36% 54
2019
Q3 		$1.93M Sell
28,732
-1,300
-4% -$87.1K 0.35% 55
2019
Q2 		$2M Buy
30,032
+3,996
+15% +$262K 0.37% 54
2019
Q1 		$1.68M Sell
26,036
-3,312
-11% -$205K 0.33% 61
2018
Q4 		$1.67M Buy
+29,348
New +$1.8M 0.38% 55
2017
Q1 		– Sell
-3,901
Closed -$200K – 166
2016
Q4 		$200K Buy
+3,901
New +$195K 0.06% 152
2016
Q1 		– Sell
-15,884
Closed -$737K – 127
2015
Q4 		$737K Sell
15,884
-2,390
-13% -$112K 0.37% 38
2015
Q3 		$800K Sell
18,274
-338,812
-95% -$15.7M 0.46% 28
2015
Q2 		$16.9M Sell
357,086
-13,028
-4% -$627K 8.44% 3
2015
Q1 		$17.5M Sell
370,114
-10,086
-3% -$476K 8.95% 3
2014
Q4 		$17.8M Sell
380,200
-15,688
-4% -$719K 9.43% 3
2014
Q3 		$17.8M Sell
395,888
-1,260
-0.3% -$56.9K 10.18% 3
2014
Q2 		$17.8M Buy
+397,148
New +$17.3M 10.24% 3

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

FAS Wealth Partners's ITOT Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.21% in Q1 2026, selling an estimated $12.6K and leaving 40,905 shares worth $5.83M. The position accounts for 0.36% of the portfolio, ranked #61.

FAS Wealth Partners first reported a position in ITOT in Q2 2014 and has held it in 38 quarters since. The position peaked at $17.8M in Q4 2014. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • FAS Wealth Partners held 40,905 shares of iShares Core S&P Total US Stock Market ETF worth $5.83M as of Q1 2026.
  • FAS Wealth Partners sold 85 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $12.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.36% of FAS Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • FAS Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2014 and has held it in 38 quarters since.
  • FAS Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $17.8M in Q4 2014.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.