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

Live Oak 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	$421K	Buy	2,955 +6	+0.2%	+$892	0.06%	144
2025 Q4	$438K	Hold	2,949	–	–	0.06%	137
2025 Q3	$430K	Sell	2,949 -106	-3%	-$14.9K	0.06%	136
2025 Q2	$413K	Hold	3,055	–	–	0.06%	137
2025 Q1	$373K	Hold	3,055	–	–	0.06%	138
2024 Q4	$393K	Sell	3,055 -100	-3%	-$12.9K	0.07%	135
2024 Q3	$396K	Hold	3,155	–	–	0.06%	128
2024 Q2	$375K	Hold	3,155	–	–	0.06%	127
2024 Q1	$364K	Buy	3,155 +448	+17%	+$49.1K	0.06%	126
2023 Q4	$285K	Hold	2,707	–	–	0.05%	135
2023 Q3	$255K	Hold	2,707	–	–	0.05%	130
2023 Q2	$265K	Sell	2,707 -925	-25%	-$85.5K	0.05%	134
2023 Q1	$329K	Buy	3,632 +925	+34%	+$82.1K	0.07%	125
2022 Q4	$230K	Hold	2,707	–	–	0.05%	153
2022 Q3	$215K	Buy	+2,707	New	+$239K	0.05%	155

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

Live Oak Private Wealth's ITOT Position: Q1 2026 in Review

Live Oak Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.2% in Q1 2026, buying an estimated $892 and bringing the position to 2,955 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #144.

Live Oak Private Wealth first reported a position in ITOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $438K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Live Oak Private Wealth held 2,955 shares of iShares Core S&P Total US Stock Market ETF worth $421K as of Q1 2026.
Live Oak Private Wealth bought 6 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $892.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #144 holding.
Live Oak Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
Live Oak Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $438K 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 Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.