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

Kestra Investment Management’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
2025
Q4 		– Sell
-1,775
Closed -$258K – 453
2025
Q3 		$258K Buy
+1,775
New +$249K 0.01% 376
2025
Q1 		– Sell
-1,256
Closed -$162K – 1187
2024
Q4 		$162K Buy
+1,256
New +$163K 0.01% 383

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Kestra Investment Management's ITOT Position: Q4 2025 in Review

Kestra Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,775 shares — an estimated $258K sold.

Kestra Investment Management first reported a position in ITOT in Q4 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Kestra Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,775 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $258K.
  • Kestra Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $258K in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.