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Money Concepts Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Money Concepts Capital’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 		$1.25M Sell
8,762
-8
-0.1% -$1.19K 0.07% 257
2025
Q4 		$1.3M Sell
8,770
-382
-4% -$56.4K 0.07% 234
2025
Q3 		$1.33M Buy
9,152
+16
+0.2% +$2.24K 0.08% 220
2025
Q2 		$1.23M Sell
9,136
-108
-1% -$13.5K 0.08% 214
2025
Q1 		$1.13M Buy
9,244
+857
+10% +$110K 0.08% 207
2024
Q4 		$1.08M Buy
8,387
+753
+10% +$97.5K 0.08% 201
2024
Q3 		$959K Sell
7,634
-22
-0.3% -$2.66K 0.07% 214
2024
Q2 		$909K Sell
7,656
-366
-5% -$42K 0.08% 215
2024
Q1 		$925K Buy
8,022
+63
+0.8% +$6.91K 0.09% 213
2023
Q4 		$837K Buy
7,959
+1,456
+22% +$143K 0.08% 216
2023
Q3 		$612K Buy
6,503
+222
+4% +$21.8K 0.06% 233
2023
Q2 		$614K Sell
6,281
-10,516
-63% -$972K 0.06% 236
2023
Q1 		$180K Sell
16,797
-2,846
-14% -$253K 0.01% 416
2022
Q4 		$1.67M Buy
19,643
+13,176
+204% +$1.12M 0.07% 208
2022
Q3 		$514K Buy
6,467
+629
+11% +$55.6K 0.03% 293
2022
Q2 		$494K Sell
5,838
-11,199
-66% -$1.02M 0.04% 281
2022
Q1 		$1.72M Buy
17,037
+10,756
+171% +$1.07M 0.1% 208
2021
Q4 		$672K Buy
+6,281
New +$657K 0.06% 265
2021
Q1 		$576K Sell
6,286
-3,971
-39% -$356K 0.05% 295
2020
Q4 		$884K Buy
+10,257
New +$831K 0.08% 202

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

Money Concepts Capital's ITOT Position: Q1 2026 in Review

Money Concepts Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q1 2026, selling an estimated $1.19K and leaving 8,762 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #257.

Money Concepts Capital first reported a position in ITOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.72M in Q1 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Money Concepts Capital held 8,762 shares of iShares Core S&P Total US Stock Market ETF worth $1.25M as of Q1 2026.
  • Money Concepts Capital sold 8 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.19K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #257 holding.
  • Money Concepts Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares Core S&P Total US Stock Market ETF position peaked at $1.72M in Q1 2022.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.