FAM
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Forte Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Forte Asset Management’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 		$4.03M Buy
28,292
+281
+1% +$41.8K 1.77% 22
2025
Q4 		$4.16M Buy
28,011
+509
+2% +$75.1K 1.89% 20
2025
Q3 		$4.01M Buy
27,502
+70
+0.3% +$9.82K 1.93% 20
2025
Q2 		$3.7M Hold
27,432
– – 1.89% 21
2025
Q1 		$3.35M Buy
27,432
+85
+0.3% +$11K 1.69% 23
2024
Q4 		$3.52M Sell
27,347
-105
-0.4% -$13.6K 1.87% 23
2024
Q3 		$3.45M Buy
27,452
+107
+0.4% +$13K 1.84% 19
2024
Q2 		$3.25M Buy
27,345
+81
+0.3% +$9.3K 1.92% 20
2024
Q1 		$3.14M Sell
27,264
-43
-0.2% -$4.72K 1.91% 22
2023
Q4 		$2.87M Sell
27,307
-5,100
-16% -$500K 1.96% 18
2023
Q3 		$3.07M Buy
32,407
+5,517
+21% +$542K 2.06% 19
2023
Q2 		$2.63M Sell
26,890
-107
-0.4% -$9.89K 1.71% 21
2023
Q1 		$2.44M Sell
26,997
-1,530
-5% -$136K 1.62% 26
2022
Q4 		$2.42M Buy
28,527
+24,722
+650% +$2.11M 1.58% 26
2022
Q3 		$303K Sell
3,805
-7
-0.2% -$619 0.2% 57
2022
Q2 		$319K Buy
+3,812
New +$347K 0.22% 57

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

Forte Asset Management's ITOT Position: Q1 2026 in Review

Forte Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q1 2026, buying an estimated $41.8K and bringing the position to 28,292 shares worth $4.03M. The position accounts for 1.77% of the portfolio, ranked #22.

Forte Asset Management first reported a position in ITOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.16M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Forte Asset Management held 28,292 shares of iShares Core S&P Total US Stock Market ETF worth $4.03M as of Q1 2026.
  • Forte Asset Management bought 281 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $41.8K.
  • iShares Core S&P Total US Stock Market ETF made up 1.77% of Forte Asset Management's portfolio in Q1 2026, its #22 holding.
  • Forte Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Forte Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.16M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.