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

Kestra Private Wealth 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 		$11.2M Sell
78,834
-12,475
-14% -$1.86M 0.14% 164
2025
Q4 		$13.6M Buy
91,309
+9,152
+11% +$1.35M 0.17% 132
2025
Q3 		$12M Buy
82,157
+517
+0.6% +$72.5K 0.16% 142
2025
Q2 		$11M Sell
81,640
-143
-0.2% -$17.8K 0.16% 143
2025
Q1 		$9.98M Buy
81,783
+5,021
+7% +$647K 0.17% 143
2024
Q4 		$9.87M Buy
76,762
+22,577
+42% +$2.92M 0.17% 138
2024
Q3 		$6.81M Sell
54,185
-27,794
-34% -$3.36M 0.12% 178
2024
Q2 		$9.74M Sell
81,979
-2,709
-3% -$311K 0.2% 119
2024
Q1 		$9.76M Buy
84,688
+600
+0.7% +$65.8K 0.22% 109
2023
Q4 		$8.85M Buy
84,088
+2,741
+3% +$269K 0.23% 106
2023
Q3 		$7.66M Buy
81,347
+18,357
+29% +$1.8M 0.24% 102
2023
Q2 		$6.16M Buy
62,990
+4,606
+8% +$426K 0.21% 115
2023
Q1 		$5.29M Sell
58,384
-14,090
-19% -$1.25M 0.21% 117
2022
Q4 		$6.15M Buy
72,474
+2,533
+4% +$216K 0.31% 88
2022
Q3 		$5.56M Buy
69,941
+11,558
+20% +$1.02M 0.32% 80
2022
Q2 		$4.89M Buy
58,383
+15,315
+36% +$1.4M 0.28% 95
2022
Q1 		$4.35M Buy
43,068
+5,070
+13% +$506K 0.22% 110
2021
Q4 		$4.07M Buy
37,998
+416
+1% +$43.5K 0.19% 123
2021
Q3 		$3.7M Buy
37,582
+3,530
+10% +$357K 0.21% 121
2021
Q2 		$3.36M Buy
34,052
+1,901
+6% +$183K 0.2% 121
2021
Q1 		$2.94M Sell
32,151
-11,599
-27% -$1.04M 0.21% 120
2020
Q4 		$3.76M Buy
43,750
+1,114
+3% +$90.2K 0.28% 88
2020
Q3 		$3.22M Buy
+42,636
New +$3.18M 0.28% 84

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

Kestra Private Wealth Services's ITOT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q1 2026, selling an estimated $1.86M and leaving 78,834 shares worth $11.2M. The position accounts for 0.14% of the portfolio, ranked #164.

Kestra Private Wealth Services first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Kestra Private Wealth Services held 78,834 shares of iShares Core S&P Total US Stock Market ETF worth $11.2M as of Q1 2026.
  • Kestra Private Wealth Services sold 12,475 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.86M.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q1 2026, its #164 holding.
  • Kestra Private Wealth 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.
  • Kestra Private Wealth Services's iShares Core S&P Total US Stock Market ETF position peaked at $13.6M 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 Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.