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

IAG 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 		$49.1K Hold
345
– – 0.01% 216
2025
Q4 		$51.3K Hold
345
– – 0.01% 206
2025
Q3 		$50.2K Hold
345
– – 0.01% 211
2025
Q2 		$46.6K Hold
345
– – 0.01% 201
2025
Q1 		$42.1K Sell
345
-18
-5% -$2.32K 0.01% 207
2024
Q4 		$46.7K Sell
363
-116
-24% -$15K 0.01% 196
2024
Q3 		$60.2K Buy
479
+181
+61% +$21.9K 0.01% 172
2024
Q2 		$35.4K Hold
298
– – 0.01% 207
2024
Q1 		$34.4K Hold
298
– – 0.01% 194
2023
Q4 		$31.4K Hold
298
– – 0.01% 195
2023
Q3 		$28.1K Sell
298
-51
-15% -$5.01K 0.01% 194
2023
Q2 		$34.1K Hold
349
– – 0.01% 190
2023
Q1 		$31.6K Hold
349
– – 0.01% 179
2022
Q4 		$29.6K Sell
349
-18
-5% -$1.54K 0.01% 176
2022
Q3 		$29K Hold
367
– – 0.01% 170
2022
Q2 		$31K Hold
367
– – 0.01% 166
2022
Q1 		$37K Sell
367
-50
-12% -$4.99K 0.01% 167
2021
Q4 		$45K Buy
417
+50
+14% +$5.23K 0.01% 145
2021
Q3 		$37K Sell
367
-115
-24% -$11.6K 0.01% 146
2021
Q2 		$48K Sell
482
-36
-7% -$3.46K 0.02% 123
2021
Q1 		$48K Sell
518
-146
-22% -$13.1K 0.02% 118
2020
Q4 		$58K Sell
664
-211
-24% -$17.1K 0.02% 101
2020
Q3 		$67K Sell
875
-272
-24% -$20.3K 0.03% 88
2020
Q2 		$80K Hold
1,147
– – 0.04% 77
2020
Q1 		$66K Sell
1,147
-2,338
-67% -$160K 0.04% 82
2019
Q4 		$254K Buy
+3,485
New +$242K 0.17% 41

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

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

IAG Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 345 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #216.

IAG Wealth Partners first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $254K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • IAG Wealth Partners held 345 shares of iShares Core S&P Total US Stock Market ETF worth $49.1K as of Q1 2026.
  • IAG Wealth Partners 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 IAG Wealth Partners's portfolio in Q1 2026, its #216 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $254K in Q4 2019.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.