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

Linscomb 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	$292K	Buy	2,050 +84	+4%	+$12.5K	0.01%	294
2025 Q4	$292K	Hold	1,966	–	–	0.01%	265
2025 Q3	$286K	Buy	1,966 +80	+4%	+$11.2K	0.01%	272
2025 Q2	$255K	Hold	1,886	–	–	0.01%	279
2025 Q1	$230K	Buy	1,886 +2	+0.1%	+$258	0.01%	278
2024 Q4	$242K	Buy	1,884 +5	+0.3%	+$647	0.01%	270
2024 Q3	$236K	Buy	1,879 +5	+0.3%	+$605	0.01%	274
2024 Q2	$223K	Sell	1,874 -2	-0.1%	-$230	0.01%	277
2024 Q1	$216K	Buy	+1,876	New	+$206K	0.01%	272

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Linscomb Wealth's ITOT Position: Q1 2026 in Review

Linscomb Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 2,050 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #294.

Linscomb Wealth first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Linscomb Wealth held 2,050 shares of iShares Core S&P Total US Stock Market ETF worth $292K as of Q1 2026.
Linscomb Wealth bought 84 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $12.5K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #294 holding.
Linscomb Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Linscomb Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $292K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.