IMA Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IMA Advisory Services’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	$615K	Hold	4,317	–	–	0.06%	144
2025 Q4	$642K	Hold	4,317	–	–	0.06%	143
2025 Q3	$629K	Hold	4,317	–	–	0.06%	136
2025 Q2	$583K	Hold	4,317	–	–	0.06%	141
2025 Q1	$527K	Hold	4,317	–	–	0.06%	141
2024 Q4	$555K	Hold	4,317	–	–	0.07%	140
2024 Q3	$542K	Buy	+4,317	New	+$523K	0.12%	115
2023 Q4	–	Sell	-4,317	Closed	-$407K	–	167
2023 Q3	$407K	Hold	4,317	–	–	0.11%	123
2023 Q2	$422K	Hold	4,317	–	–	0.11%	118
2023 Q1	$391K	Hold	4,317	–	–	0.1%	119
2022 Q4	$366K	Sell	4,317 -36	-0.8%	-$3.07K	0.1%	121
2022 Q3	$346K	Hold	4,353	–	–	0.09%	120
2022 Q2	$365K	Buy	4,353 +36	+0.8%	+$3.28K	0.09%	125
2022 Q1	$436K	Hold	4,317	–	–	0.1%	101
2021 Q4	$462K	Hold	4,317	–	–	0.1%	107
2021 Q3	$425K	Sell	4,317 -17	-0.4%	-$1.72K	0.1%	106
2021 Q2	$428K	Sell	4,334 -35	-0.8%	-$3.37K	0.1%	105
2021 Q1	$400K	Sell	4,369 -123	-3%	-$11K	0.1%	102
2020 Q4	$387K	Sell	4,492 -135	-3%	-$10.9K	0.11%	97
2020 Q3	$349K	Sell	4,627 -1,576	-25%	-$118K	0.12%	101
2020 Q2	$431K	Sell	6,203 -330	-5%	-$21.6K	0.16%	95
2020 Q1	$374K	Hold	6,533	–	–	0.16%	89
2019 Q4	$475K	Hold	6,533	–	–	0.18%	82
2019 Q3	$438K	Sell	6,533 -90	-1%	-$6.03K	0.17%	84
2019 Q2	$441K	Hold	6,623	–	–	0.16%	83
2019 Q1	$427K	Sell	6,623 -343	-5%	-$21.3K	0.17%	84
2018 Q4	$395K	Sell	6,966 -18	-0.3%	-$1.11K	0.18%	86
2018 Q3	$465K	Sell	6,984 -180	-3%	-$11.8K	0.18%	89
2018 Q2	$448K	Sell	7,164 -2,165	-23%	-$135K	0.19%	90
2018 Q1	$564K	Hold	9,329	–	–	0.25%	91
2017 Q4	$570K	Sell	9,329 -9	-0.1%	-$536	0.26%	97
2017 Q3	$538K	Buy	9,338 +3,039	+48%	+$171K	0.25%	95
2017 Q2	$349K	Buy	6,299 +334	+6%	+$18.3K	0.17%	112
2017 Q1	$322K	Buy	+5,965	New	+$318K	0.16%	113

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

IMA Advisory Services's ITOT Position: Q1 2026 in Review

IMA Advisory Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 4,317 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #144.

IMA Advisory Services first reported a position in ITOT in Q1 2017 and has held it in 34 quarters since. The position peaked at $642K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

IMA Advisory Services held 4,317 shares of iShares Core S&P Total US Stock Market ETF worth $615K as of Q1 2026.
IMA Advisory Services 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 0.06% of IMA Advisory Services's portfolio in Q1 2026, its #144 holding.
IMA Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 34 quarters since.
IMA Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $642K 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 IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.