KL
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KWMG LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

KWMG LLC’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 		– Sell
-7,047
Closed -$1.05M – 148
2025
Q4 		$1.05M Sell
7,047
-2
-0% -$295 0.09% 102
2025
Q3 		$1.03M Buy
7,049
+237
+3% +$33.2K 0.09% 101
2025
Q2 		$920K Sell
6,812
-1
-0% -$125 0.09% 105
2025
Q1 		$831K Hold
6,813
– – 0.08% 106
2024
Q4 		$876K Hold
6,813
– – 0.09% 104
2024
Q3 		$856K Sell
6,813
-39
-0.6% -$4.72K 0.09% 105
2024
Q2 		$814K Hold
6,852
– – 0.09% 104
2024
Q1 		$790K Hold
6,852
– – 0.09% 101
2023
Q4 		$721K Sell
6,852
-1
-0% -$98 0.08% 108
2023
Q3 		$645K Buy
6,853
+1
+0% +$98 0.08% 109
2023
Q2 		$670K Sell
6,852
-7
-0.1% -$647 0.08% 110
2023
Q1 		$621K Sell
6,859
-1
-0% -$89 0.08% 114
2022
Q4 		$582K Buy
6,860
+39
+0.6% +$3.33K 0.08% 112
2022
Q3 		$543K Sell
6,821
-2
-0% -$177 0.08% 114
2022
Q2 		$572K Sell
6,823
-12
-0.2% -$1.09K 0.09% 113
2022
Q1 		$690K Buy
6,835
+2
+0% +$199 0.09% 112
2021
Q4 		$731K Hold
6,833
– – 0.1% 116
2021
Q3 		$672K Hold
6,833
– – 0.1% 113
2021
Q2 		$676K Hold
6,833
– – 0.1% 112
2021
Q1 		$626K Sell
6,833
-28
-0.4% -$2.51K 0.1% 113
2020
Q4 		$592K Sell
6,861
-455
-6% -$36.9K 0.11% 114
2020
Q3 		$552K Sell
7,316
-2,956
-29% -$221K 0.11% 109
2020
Q2 		$713K Sell
10,272
-62
-0.6% -$4.05K 0.15% 107
2020
Q1 		$591K Buy
+10,334
New +$709K 0.16% 106
2019
Q2 		– Sell
-1
Closed – – 272
2019
Q1 		$0 Hold
1
– – ﹤0.01% 466
2018
Q4 		$0 Buy
+1
New +$61 ﹤0.01% 469

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

KWMG LLC's ITOT Position: Q1 2026 in Review

KWMG LLC sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 7,047 shares — an estimated $1.05M sold.

KWMG LLC first reported a position in ITOT in Q4 2018 and held it in 26 quarters. The position peaked at $1.05M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • KWMG LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • KWMG LLC sold 7,047 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.05M.
  • KWMG LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 26 quarters.
  • KWMG LLC's iShares Core S&P Total US Stock Market ETF position peaked at $1.05M in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on KWMG LLC's 13F filing for Q1 2026, filed 9 Apr 2026.