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Klingman & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Klingman & Associates’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 		$1.49M Sell
10,480
-30
-0.3% -$4.46K 0.07% 102
2025
Q4 		$1.56M Sell
10,510
-1,133
-10% -$167K 0.08% 98
2025
Q3 		$1.7M Sell
11,643
-1,963
-14% -$275K 0.09% 91
2025
Q2 		$1.84M Buy
13,606
+201
+1% +$25.1K 0.1% 83
2025
Q1 		$1.64M Sell
13,405
-439
-3% -$56.6K 0.1% 82
2024
Q4 		$1.78M Buy
13,844
+129
+0.9% +$16.7K 0.11% 78
2024
Q3 		$1.72M Sell
13,715
-3,532
-20% -$428K 0.11% 82
2024
Q2 		$2.05M Sell
17,247
-139
-0.8% -$16K 0.14% 66
2024
Q1 		$2M Sell
17,386
-812
-4% -$89.1K 0.14% 68
2023
Q4 		$1.91M Buy
18,198
+333
+2% +$32.6K 0.14% 66
2023
Q3 		$1.68M Buy
17,865
+4,511
+34% +$443K 0.14% 68
2023
Q2 		$1.31M Buy
13,354
+357
+3% +$33K 0.11% 75
2023
Q1 		$1.18M Buy
12,997
+376
+3% +$33.4K 0.1% 75
2022
Q4 		$1.07M Sell
12,621
-2,284
-15% -$195K 0.09% 76
2022
Q3 		$1.19M Buy
14,905
+1,915
+15% +$169K 0.12% 68
2022
Q2 		$1.09M Buy
12,990
+5,092
+64% +$464K 0.11% 71
2022
Q1 		$797K Sell
7,898
-913
-10% -$91K 0.07% 82
2021
Q4 		$943K Buy
8,811
+15
+0.2% +$1.57K 0.08% 72
2021
Q3 		$865K Buy
8,796
+216
+3% +$21.8K 0.08% 74
2021
Q2 		$847K Hold
8,580
– – 0.08% 76
2021
Q1 		$786K Buy
8,580
+1,686
+24% +$151K 0.08% 78
2020
Q4 		$594K Buy
6,894
+4,191
+155% +$339K 0.07% 83
2020
Q3 		$204K Buy
+2,703
New +$202K 0.03% 135
2019
Q4 		– Sell
-4,284
Closed -$287K – 136
2019
Q3 		$287K Buy
+4,284
New +$287K 0.05% 101

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

Klingman & Associates's ITOT Position: Q1 2026 in Review

Klingman & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.29% in Q1 2026, selling an estimated $4.46K and leaving 10,480 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #102.

Klingman & Associates first reported a position in ITOT in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.05M in Q2 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Klingman & Associates held 10,480 shares of iShares Core S&P Total US Stock Market ETF worth $1.49M as of Q1 2026.
  • Klingman & Associates sold 30 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.46K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #102 holding.
  • Klingman & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 24 quarters since.
  • Klingman & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $2.05M in Q2 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 Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.