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ITOT icon

NewEdge Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

NewEdge Advisors’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 		$30.9M Buy
216,720
+20,294
+10% +$3.02M 0.11% 187
2025
Q4 		$29.2M Buy
196,426
+5,096
+3% +$752K 0.11% 187
2025
Q3 		$27.9M Sell
191,330
-676
-0.4% -$94.8K 0.13% 160
2025
Q2 		$25.9M Sell
192,006
-1,020
-0.5% -$127K 0.13% 151
2025
Q1 		$23.6M Sell
193,026
-630
-0.3% -$81.2K 0.14% 152
2024
Q4 		$24.9M Sell
193,656
-3,556
-2% -$460K 0.15% 143
2024
Q3 		$24.8M Buy
197,212
+15,364
+8% +$1.86M 0.16% 137
2024
Q2 		$21.6M Buy
181,848
+85,222
+88% +$9.78M 0.16% 125
2024
Q1 		$11.1M Sell
96,626
-7,676
-7% -$842K 0.1% 212
2023
Q4 		$11.1M Buy
104,302
+12,360
+13% +$1.21M 0.11% 193
2023
Q3 		$8.66M Buy
91,942
+2,841
+3% +$279K 0.1% 210
2023
Q2 		$8.72M Sell
89,101
-4,469
-5% -$413K 0.1% 205
2023
Q1 		$8.46M Sell
93,570
-4,661
-5% -$414K 0.11% 201
2022
Q4 		$5.56M Sell
98,231
-5,643
-5% -$482K 0.15% 142
2022
Q3 		$8.26M Buy
103,874
+22,614
+28% +$2M 0.14% 166
2022
Q2 		$6.81M Buy
81,260
+17,342
+27% +$1.58M 0.11% 187
2022
Q1 		$6.45M Buy
63,918
+2,644
+4% +$264K 0.1% 197
2021
Q4 		$6.55M Buy
61,274
+33,250
+119% +$3.48M 0.1% 198
2021
Q3 		$2.76M Buy
28,024
+4,714
+20% +$477K 0.07% 260
2021
Q2 		$2.3M Buy
23,310
+868
+4% +$83.5K 0.06% 275
2021
Q1 		$2.06M Sell
22,442
-4,128
-16% -$370K 0.06% 279
2020
Q4 		$2.29M Sell
26,570
-4,251
-14% -$344K 0.08% 231
2020
Q3 		$2.33M Sell
30,821
-9,365
-23% -$699K 0.08% 219
2020
Q2 		$2.79M Sell
40,186
-77,388
-66% -$5.06M 0.11% 183
2020
Q1 		$6.73M Sell
117,574
-9,261
-7% -$635K 0.32% 82
2019
Q4 		$9.22M Sell
126,835
-31,979
-20% -$2.23M 0.37% 74
2019
Q3 		$10.7M Buy
158,814
+7,593
+5% +$509K 0.47% 55
2019
Q2 		$10.1M Buy
151,221
+29,984
+25% +$1.96M 0.62% 46
2019
Q1 		$7.81M Buy
121,237
+113,050
+1,381% +$7.01M 0.5% 53
2018
Q4 		$465 Sell
8,187
-162
-2% -$9.95K 0.03% 388
2018
Q3 		$556K Buy
8,349
+4,282
+105% +$281K 0.04% 333
2018
Q2 		$255 Buy
+4,067
New +$253K 0.02% 451
2018
Q1 		– Sell
-3,391
Closed -$212K – 504
2017
Q4 		$212K Sell
3,391
-622
-15% -$37.1K 0.03% 380
2017
Q3 		$234K Sell
4,013
-82,544
-95% -$4.66M 0.04% 326
2017
Q2 		$4.8M Sell
86,557
-6,881
-7% -$378K 0.83% 39
2017
Q1 		$5.02M Buy
93,438
+698
+0.8% +$37.2K 1.14% 26
2016
Q4 		$4.84M Sell
92,740
-493
-0.5% -$24.7K 1.34% 17
2016
Q3 		$4.62M Buy
+93,233
New +$4.6M 1.46% 16

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $52B AUM 24.53% 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 $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

NewEdge Advisors's ITOT Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q1 2026, buying an estimated $3.02M and bringing the position to 216,720 shares worth $30.9M. The position accounts for 0.11% of the portfolio, ranked #187.

NewEdge Advisors first reported a position in ITOT in Q3 2016 and has held it in 38 quarters since. 1,622 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • NewEdge Advisors held 216,720 shares of iShares Core S&P Total US Stock Market ETF worth $30.9M as of Q1 2026.
  • NewEdge Advisors bought 20,294 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.02M.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #187 holding.
  • NewEdge Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 38 quarters since.
  • 1,622 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.