IC
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IEQ Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IEQ Capital’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 		$10.2M Sell
71,901
-19
-0% -$2.83K 0.05% 350
2025
Q4 		$10.7M Sell
71,920
-642
-0.9% -$94.7K 0.03% 331
2025
Q3 		$10.6M Buy
72,562
+27,331
+60% +$3.83M 0.03% 313
2025
Q2 		$6.11M Buy
45,231
+11,476
+34% +$1.43M 0.04% 368
2025
Q1 		$4.12M Buy
33,755
+279
+0.8% +$36K 0.03% 388
2024
Q4 		$4.31M Buy
33,476
+3,138
+10% +$406K 0.04% 299
2024
Q3 		$3.81M Buy
30,338
+3,535
+13% +$428K 0.05% 233
2024
Q2 		$3.18M Buy
26,803
+15,558
+138% +$1.79M 0.04% 245
2024
Q1 		$1.3M Buy
11,245
+1,491
+15% +$164K 0.02% 406
2023
Q4 		$1.03M Buy
9,754
+2,908
+42% +$285K 0.02% 416
2023
Q3 		$645K Buy
6,846
+5
+0.1% +$491 0.01% 493
2023
Q2 		$669K Buy
6,841
+1,694
+33% +$157K 0.01% 473
2023
Q1 		$466K Buy
5,147
+13
+0.3% +$1.15K 0.01% 590
2022
Q4 		$435K Buy
5,134
+15
+0.3% +$1.28K 0.01% 551
2022
Q3 		$407K Buy
5,119
+16
+0.3% +$1.42K 0.01% 582
2022
Q2 		$428K Buy
5,103
+428
+9% +$39K 0.01% 514
2022
Q1 		$472K Buy
4,675
+1,631
+54% +$163K 0.01% 521
2021
Q4 		$326K Buy
3,044
+862
+40% +$90.1K 0.01% 567
2021
Q3 		$215K Buy
2,182
+1
+0% +$101 0.01% 656
2021
Q2 		$215K Buy
+2,181
New +$210K 0.01% 567

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

IEQ Capital's ITOT Position: Q1 2026 in Review

IEQ Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q1 2026, selling an estimated $2.83K and leaving 71,901 shares worth $10.2M. The position accounts for 0.05% of the portfolio, ranked #350.

IEQ Capital first reported a position in ITOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.7M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • IEQ Capital held 71,901 shares of iShares Core S&P Total US Stock Market ETF worth $10.2M as of Q1 2026.
  • IEQ Capital sold 19 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.83K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of IEQ Capital's portfolio in Q1 2026, its #350 holding.
  • IEQ Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • IEQ Capital's iShares Core S&P Total US Stock Market ETF position peaked at $10.7M 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.