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

High Note 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	$40.3K	Hold	283	–	–	0.01%	211
2025 Q4	$42.1K	Hold	283	–	–	0.01%	198
2025 Q3	$41.2K	Sell	283 -181	-39%	-$25.4K	0.01%	193
2025 Q2	$62.7K	Hold	464	–	–	0.01%	165
2025 Q1	$56.6K	Hold	464	–	–	0.01%	164
2024 Q4	$59.7K	Buy	+464	New	+$60.1K	0.02%	159

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

High Note Wealth's ITOT Position: Q1 2026 in Review

High Note Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 283 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #211.

High Note Wealth first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.7K in Q2 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

High Note Wealth held 283 shares of iShares Core S&P Total US Stock Market ETF worth $40.3K as of Q1 2026.
High Note Wealth 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 High Note Wealth's portfolio in Q1 2026, its #211 holding.
High Note Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $62.7K in Q2 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 High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.