Ken Fisher’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ken Fisher’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	$588K	Buy	4,124 +1,311	+47%	+$195K	﹤0.01%	761
2025 Q4	$418K	Sell	2,813 -1,719	-38%	-$254K	﹤0.01%	809
2025 Q3	$660K	Buy	4,532 +2,980	+192%	+$418K	﹤0.01%	738
2025 Q2	$210K	Sell	1,552 -1,296	-46%	-$162K	﹤0.01%	954
2025 Q1	$348K	Buy	2,848 +665	+30%	+$85.7K	﹤0.01%	866
2024 Q4	$281K	Buy	+2,183	New	+$283K	﹤0.01%	885
2024 Q3	–	Sell	-9,285	Closed	-$1.1M	–	965
2024 Q2	$1.1M	Buy	+9,285	New	+$1.07M	﹤0.01%	669
2024 Q1	–	Sell	-3,568	Closed	-$376K	–	1005
2023 Q4	$376K	Buy	+3,568	New	+$350K	﹤0.01%	824
2023 Q3	–	Sell	-7,210	Closed	-$705K	–	1219
2023 Q2	$705K	Buy	+7,210	New	+$667K	﹤0.01%	830
2022 Q4	–	Sell	-4,397	Closed	-$350K	–	1041
2022 Q3	$350K	Buy	4,397 +1,060	+32%	+$93.7K	﹤0.01%	798
2022 Q2	$280K	Buy	3,337 +1,315	+65%	+$120K	﹤0.01%	806
2022 Q1	$204K	Sell	2,022 -1,279	-39%	-$128K	﹤0.01%	891
2021 Q4	$353K	Buy	+3,301	New	+$345K	﹤0.01%	819
2021 Q3	–	Sell	-3,627	Closed	-$358K	–	953
2021 Q2	$358K	Buy	+3,627	New	+$349K	﹤0.01%	776
2021 Q1	–	Sell	-13,403	Closed	-$1.16M	–	946
2020 Q4	$1.16M	Buy	+13,403	New	+$1.09M	﹤0.01%	582
2019 Q1	–	Sell	-3,549	Closed	-$201K	–	831
2018 Q4	$201K	Buy	+3,549	New	+$218K	﹤0.01%	769

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

Ken Fisher's ITOT Position: Q1 2026 in Review

Ken Fisher increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 47% in Q1 2026, buying an estimated $195K and bringing the position to 4,124 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Ken Fisher first reported a position in ITOT in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2020. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Ken Fisher held 4,124 shares of iShares Core S&P Total US Stock Market ETF worth $588K as of Q1 2026.
Ken Fisher bought 1,311 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $195K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #761 holding.
Ken Fisher first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 16 quarters since.
Ken Fisher's iShares Core S&P Total US Stock Market ETF position peaked at $1.16M in Q4 2020.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.