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

Kestra 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	$59M	Buy	414,259 +53,598	+15%	+$7.97M	0.22%	82
2025 Q4	$53.6M	Buy	360,661 +6,334	+2%	+$935K	0.22%	80
2025 Q3	$51.6M	Sell	354,327 -10,482	-3%	-$1.47M	0.24%	75
2025 Q2	$49.3M	Sell	364,809 -432	-0.1%	-$53.9K	0.24%	73
2025 Q1	$44.6M	Sell	365,241 -25,454	-7%	-$3.28M	0.22%	68
2024 Q4	$50.3M	Buy	390,695 +20,654	+6%	+$2.67M	0.27%	66
2024 Q3	$46.5M	Sell	370,041 -12,796	-3%	-$1.55M	0.26%	74
2024 Q2	$43.9M	Buy	382,837 +23,862	+7%	+$2.74M	0.25%	75
2024 Q1	$41.4M	Buy	358,975 +6,763	+2%	+$742K	0.28%	64
2023 Q4	$37.1M	Buy	352,212 +7,522	+2%	+$737K	0.3%	60
2023 Q3	$32.5M	Buy	344,690 +50,140	+17%	+$4.93M	0.32%	54
2023 Q2	$28.8M	Sell	294,550 -12,953	-4%	-$1.2M	0.29%	64
2023 Q1	$27.8M	Sell	307,503 -25,602	-8%	-$2.27M	0.3%	61
2022 Q4	$28.2M	Buy	333,105 +16,191	+5%	+$1.38M	0.25%	88
2022 Q3	$25.2M	Sell	316,914 -205,842	-39%	-$18.2M	0.27%	78
2022 Q2	$43.8M	Buy	522,756 +155,921	+43%	+$14.2M	0.45%	35
2022 Q1	$37M	Buy	366,835 +11,003	+3%	+$1.1M	0.39%	44
2021 Q4	$38.1M	Buy	355,832 +29,419	+9%	+$3.07M	0.39%	49
2021 Q3	$32.1M	Buy	326,413 +1,071	+0.3%	+$108K	0.32%	61
2021 Q2	$32.1M	Sell	325,342 -7,994	-2%	-$769K	0.36%	51
2021 Q1	$30.5M	Sell	333,336 -47,553	-12%	-$4.27M	0.39%	44
2020 Q4	$32.7M	Buy	380,889 +46,542	+14%	+$3.77M	0.38%	50
2020 Q3	$25.2M	Buy	+334,347	New	+$25M	0.47%	35

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

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

Kestra Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q1 2026, buying an estimated $7.97M and bringing the position to 414,259 shares worth $59M. The position accounts for 0.22% of the portfolio, ranked #82.

Kestra Advisory Services first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Kestra Advisory Services held 414,259 shares of iShares Core S&P Total US Stock Market ETF worth $59M as of Q1 2026.
Kestra Advisory Services bought 53,598 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.97M.
iShares Core S&P Total US Stock Market ETF made up 0.22% of Kestra Advisory Services's portfolio in Q1 2026, its #82 holding.
Kestra Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.