KWM
ITOT icon

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
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
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

Kingsview Wealth Management's ITOT Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.7% in Q1 2026, selling an estimated $1.18M and leaving 95,438 shares worth $13.6M. The position accounts for 0.19% of the portfolio, ranked #108.

Kingsview Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $134M in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Kingsview Wealth Management held 95,438 shares of iShares Core S&P Total US Stock Market ETF worth $13.6M as of Q1 2026.
  • Kingsview Wealth Management sold 7,912 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.18M.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Kingsview Wealth Management's portfolio in Q1 2026, its #108 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 21 quarters since.
  • Kingsview Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $134M in Q3 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.