Focus Partners Advisor Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Focus Partners Advisor Solutions’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	$771M	Buy	5,415,954 +372,803	+7%	+$55.4M	7.77%	1
2025 Q4	$750M	Buy	5,043,151 +220,255	+5%	+$32.5M	9.2%	1
2025 Q3	$711M	Buy	4,822,896 +682,197	+16%	+$95.7M	8.06%	1
2025 Q2	$559M	Buy	4,140,699 +73,655	+2%	+$9.19M	7.46%	1
2025 Q1	$496M	Buy	4,067,044 +376,105	+10%	+$48.5M	7.54%	2
2024 Q4	$475M	Buy	3,690,939 +637,476	+21%	+$82.5M	8.01%	2
2024 Q3	$384M	Buy	3,053,463 +256,744	+9%	+$31.1M	8.08%	2
2024 Q2	$332M	Buy	2,796,719 +475,968	+21%	+$54.6M	8.72%	2
2024 Q1	$268M	Buy	2,320,751 +516,299	+29%	+$56.6M	7.74%	2
2023 Q4	$190M	Buy	1,804,452 +244,250	+16%	+$23.9M	9.11%	1
2023 Q3	$147M	Buy	1,560,202 +74,923	+5%	+$7.36M	7.12%	2
2023 Q2	$145M	Buy	1,485,279 +418,867	+39%	+$38.7M	8.09%	2
2023 Q1	$96.6M	Buy	1,066,412 +86,348	+9%	+$7.67M	6.24%	4
2022 Q4	$83.1M	Buy	980,064 +34,914	+4%	+$2.98M	6.44%	4
2022 Q3	$75.2M	Buy	945,150 +103,942	+12%	+$9.19M	4.44%	5
2022 Q2	$70.5M	Buy	841,208 +387,146	+85%	+$35.3M	5.94%	4
2022 Q1	$45.8M	Buy	+454,062	New	+$45.3M	4.56%	4

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Focus Partners Advisor Solutions's ITOT Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.4% in Q1 2026, buying an estimated $55.4M and bringing the position to 5,415,954 shares worth $771M. The position accounts for 7.77% of the portfolio, ranked #1.

Focus Partners Advisor Solutions first reported a position in ITOT in Q1 2022 and has held it in 17 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Focus Partners Advisor Solutions held 5,415,954 shares of iShares Core S&P Total US Stock Market ETF worth $771M as of Q1 2026.
Focus Partners Advisor Solutions bought 372,803 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $55.4M.
iShares Core S&P Total US Stock Market ETF made up 7.77% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.