Lake Street Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lake Street Private Wealth’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	-2,113	Closed	-$314K	–	287
2025 Q4	$314K	Hold	2,113	–	–	0.04%	217
2025 Q3	$308K	Buy	+2,113	New	+$296K	0.04%	215

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Lake Street Private Wealth's ITOT Position: Q1 2026 in Review

Lake Street Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2,113 shares — an estimated $314K sold.

Lake Street Private Wealth first reported a position in ITOT in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Lake Street Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 2,113 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $314K.
Lake Street Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 2 quarters.
Lake Street Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $314K 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 Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.