Focus Partners Wealth
ITOT icon

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

Focus Partners 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 		$954M Buy
6,686,069
+535,665
+9% +$79.7M 1.06% 14
2025
Q4 		$915M Buy
6,150,404
+1,139,669
+23% +$168M 1.04% 15
2025
Q3 		$730M Buy
5,010,735
+116,712
+2% +$16.4M 1.18% 14
2025
Q2 		$661M Buy
4,894,023
+219,211
+5% +$27.4M 1.43% 10
2025
Q1 		$570M Buy
4,674,812
+162,687
+4% +$21M 1.43% 9
2024
Q4 		$580M Buy
4,512,125
+342,997
+8% +$44.4M 1.51% 9
2024
Q3 		$524M Buy
4,169,128
+3,662,872
+724% +$443M 1.67% 8
2024
Q2 		$60.1M Buy
506,256
+273,392
+117% +$31.4M 0.2% 115
2024
Q1 		$26.8M Buy
232,864
+5,098
+2% +$559K 0.22% 122
2023
Q4 		$24M Buy
+227,766
New +$22.3M 0.31% 87

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

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

Focus Partners Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.7% in Q1 2026, buying an estimated $79.7M and bringing the position to 6,686,069 shares worth $954M. The position accounts for 1.06% of the portfolio, ranked #14.

Focus Partners Wealth first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Focus Partners Wealth held 6,686,069 shares of iShares Core S&P Total US Stock Market ETF worth $954M as of Q1 2026.
  • Focus Partners Wealth bought 535,665 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $79.7M.
  • iShares Core S&P Total US Stock Market ETF made up 1.06% of Focus Partners Wealth's portfolio in Q1 2026, its #14 holding.
  • Focus Partners Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 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 Wealth's 13F filing for Q1 2026, filed 15 May 2026.