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King Wealth Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

King Wealth Management Group’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 		$12.9M Sell
90,275
-1,651
-2% -$246K 1.61% 17
2025
Q4 		$13.7M Sell
91,926
-1,149
-1% -$170K 1.65% 15
2025
Q3 		$13.6M Sell
93,075
-2,536
-3% -$356K 1.7% 14
2025
Q2 		$12.9M Sell
95,611
-979
-1% -$122K 1.75% 14
2025
Q1 		$11.8M Sell
96,590
-1,149
-1% -$148K 1.79% 15
2024
Q4 		$12.6M Sell
97,739
-163
-0.2% -$21.1K 1.83% 14
2024
Q3 		$12.3M Sell
97,902
-1,983
-2% -$240K 1.92% 13
2024
Q2 		$11.9M Sell
99,885
-2,430
-2% -$279K 1.98% 13
2024
Q1 		$11.8M Sell
102,315
-905
-0.9% -$99.3K 2.07% 14
2023
Q4 		$10.9M Buy
103,220
+8,248
+9% +$808K 2.1% 14
2023
Q3 		$8.95M Sell
94,972
-709
-0.7% -$69.7K 1.89% 14
2023
Q2 		$9.36M Sell
95,681
-444
-0.5% -$41K 1.89% 15
2023
Q1 		$8.7M Buy
96,125
+289
+0.3% +$25.7K 1.92% 13
2022
Q4 		$8.13M Sell
95,836
-157
-0.2% -$13.4K 1.94% 15
2022
Q3 		$7.63M Buy
95,993
+717
+0.8% +$63.4K 1.94% 15
2022
Q2 		$7.98M Sell
95,276
-1,408
-1% -$128K 1.91% 16
2022
Q1 		$9.76M Buy
96,684
+2,443
+3% +$244K 1.92% 15
2021
Q4 		$10.1M Buy
94,241
+1,065
+1% +$111K 1.87% 16
2021
Q3 		$9.17M Buy
93,176
+2,780
+3% +$281K 1.88% 16
2021
Q2 		$8.93M Buy
90,396
+16,059
+22% +$1.54M 1.82% 18
2021
Q1 		$6.81M Buy
74,337
+665
+0.9% +$59.6K 1.53% 19
2020
Q4 		$6.35M Sell
73,672
-2,182
-3% -$177K 1.49% 18
2020
Q3 		$5.73M Buy
75,854
+348
+0.5% +$26K 1.49% 20
2020
Q2 		$5.24M Buy
75,506
+5,700
+8% +$373K 1.54% 19
2020
Q1 		$3.99M Sell
69,806
-7,635
-10% -$524K 1.72% 16
2019
Q4 		$5.63M Sell
77,441
-788
-1% -$54.8K 1.49% 21
2019
Q3 		$5.25M Buy
78,229
+5,715
+8% +$383K 1.51% 21
2019
Q2 		$4.83M Buy
72,514
+2,604
+4% +$171K 1.44% 21
2019
Q1 		$4.5M Buy
69,910
+3,670
+6% +$228K 1.41% 22
2018
Q4 		$3.76M Buy
66,240
+4,289
+7% +$264K 1.36% 22
2018
Q3 		$4.13M Sell
61,951
-407
-0.7% -$26.7K 1.29% 23
2018
Q2 		$3.9M Buy
62,358
+1,983
+3% +$123K 1.34% 20
2018
Q1 		$3.65M Buy
60,375
+3,914
+7% +$244K 1.3% 21
2017
Q4 		$3.45M Buy
56,461
+1,593
+3% +$94.9K 1.22% 22
2017
Q3 		$3.16M Buy
54,868
+2,491
+5% +$141K 1.18% 23
2017
Q2 		$2.9M Buy
52,377
+4,052
+8% +$222K 1.15% 22
2017
Q1 		$2.61M Buy
48,325
+14,738
+44% +$786K 1.09% 23
2016
Q4 		$1.72M Buy
33,587
+6,559
+24% +$328K 0.77% 30
2016
Q3 		$1.34M Buy
27,028
+4,652
+21% +$230K 0.67% 32
2016
Q2 		$1.06M Buy
22,376
+1,570
+8% +$74.1K 0.57% 37
2016
Q1 		$971K Buy
20,806
+968
+5% +$42.7K 0.52% 41
2015
Q4 		$921K Buy
19,838
+6,382
+47% +$299K 0.51% 43
2015
Q3 		$589K Buy
+13,456
New +$625K 0.36% 50

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

King Wealth Management Group's ITOT Position: Q1 2026 in Review

King Wealth Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q1 2026, selling an estimated $246K and leaving 90,275 shares worth $12.9M. The position accounts for 1.61% of the portfolio, ranked #17.

King Wealth Management Group first reported a position in ITOT in Q3 2015 and has held it in 43 quarters since. The position peaked at $13.7M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • King Wealth Management Group held 90,275 shares of iShares Core S&P Total US Stock Market ETF worth $12.9M as of Q1 2026.
  • King Wealth Management Group sold 1,651 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $246K.
  • iShares Core S&P Total US Stock Market ETF made up 1.61% of King Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • King Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and has held it in 43 quarters since.
  • King Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $13.7M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.