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

Icon Wealth Advisors’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	$2.2M	Buy	14,139 +252	+2%	+$37.5K	0.14%	100
2025 Q4	$2.06M	Buy	13,887 +7	+0.1%	+$1.03K	0.14%	107
2025 Q3	$2.02M	Hold	13,880	–	–	0.14%	109
2025 Q2	$1.87M	Hold	13,880	–	–	0.13%	124
2025 Q1	$1.69M	Hold	13,880	–	–	0.14%	116
2024 Q4	$1.79M	Hold	13,880	–	–	0.15%	106
2024 Q3	$1.74M	Buy	13,880 +18	+0.1%	+$2.18K	0.15%	104
2024 Q2	$1.68M	Buy	13,862 +74	+0.5%	+$8.49K	0.15%	107
2024 Q1	$1.59M	Hold	13,788	–	–	0.15%	112
2023 Q4	$1.45M	Buy	+13,788	New	+$1.35M	0.15%	106
2022 Q4	$1.17M	Hold	13,787	–	–	0.13%	125
2022 Q3	$1.1M	Buy	+13,787	New	+$1.22M	0.13%	125

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

Icon Wealth Advisors's ITOT Position: Q1 2026 in Review

Icon Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q1 2026, buying an estimated $37.5K and bringing the position to 14,139 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #100.

Icon Wealth Advisors first reported a position in ITOT in Q3 2022 and has held it in 12 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Icon Wealth Advisors held 14,139 shares of iShares Core S&P Total US Stock Market ETF worth $2.2M as of Q1 2026.
Icon Wealth Advisors bought 252 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $37.5K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Icon Wealth Advisors's portfolio in Q1 2026, its #100 holding.
Icon Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 12 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 Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.