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

Kingsview Wealth 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
2026 Q2	$13M	Sell	79,009 -16,429	-17%	-$2.61M	0.16%	114
2026 Q1	$13.6M	Sell	95,438 -7,912	-8%	-$1.18M	0.19%	108
2025 Q4	$15.4M	Buy	103,350 +1,327	+1%	+$196K	0.22%	87
2025 Q3	$14.9M	Sell	102,023 -1,833	-2%	-$257K	0.23%	84
2025 Q2	$14M	Sell	103,856 -5,154	-5%	-$643K	0.24%	73
2025 Q1	$13.3M	Sell	109,010 -22,188	-17%	-$2.86M	0.25%	72
2024 Q4	$16.9M	Sell	131,198 -934,204	-88%	-$121M	0.33%	55
2024 Q3	$134M	Buy	1,065,402 +92,425	+9%	+$11.2M	2.81%	2
2024 Q2	$116M	Buy	972,977 +82,031	+9%	+$9.41M	2.73%	3
2024 Q1	$103M	Buy	890,946 +97,816	+12%	+$10.7M	2.58%	2
2023 Q4	$83.5M	Buy	793,130 +259,918	+49%	+$25.5M	2.49%	3
2023 Q3	$50.2M	Buy	533,212 +109,925	+26%	+$10.8M	1.8%	5
2023 Q2	$41.4M	Sell	423,287 -7,382	-2%	-$682K	1.62%	6
2023 Q1	$39M	Buy	430,669 +9,615	+2%	+$854K	1.64%	6
2022 Q4	$35.7M	Buy	421,054 +8,345	+2%	+$712K	1.55%	7
2022 Q3	$32.8M	Buy	412,709 +41,958	+11%	+$3.71M	1.56%	8
2022 Q2	$31.1M	Buy	370,751 +77,212	+26%	+$7.03M	1.49%	6
2022 Q1	$29.6M	Sell	293,539 -17,794	-6%	-$1.77M	1.3%	8
2021 Q4	$33.3M	Buy	311,333 +32,334	+12%	+$3.38M	1.39%	9
2021 Q3	$27.4M	Buy	278,999 +46,944	+20%	+$4.75M	1.3%	9
2021 Q2	$23.1M	Buy	232,055 +69,681	+43%	+$6.7M	1.14%	11
2021 Q1	$15.1M	Buy	+162,374	New	+$14.6M	0.86%	16

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Kingsview Wealth Management's ITOT Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $2.61M and leaving 79,009 shares worth $13M. The position accounts for 0.16% of the portfolio, ranked #114.

Kingsview Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $134M in Q3 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kingsview Wealth Management held 79,009 shares of iShares Core S&P Total US Stock Market ETF worth $13M as of Q2 2026.
Kingsview Wealth Management sold 16,429 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.61M.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Kingsview Wealth Management's portfolio in Q2 2026, its #114 holding.
Kingsview Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Kingsview Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $134M in Q3 2024.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.