NW
ITOT icon

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

NewEdge 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 		$4.32M Buy
30,353
+5,641
+23% +$839K 0.05% 248
2025
Q4 		$3.67M Buy
24,712
+9,295
+60% +$1.37M 0.04% 311
2025
Q3 		$2.28M Sell
15,417
-505
-3% -$70.8K 0.03% 362
2025
Q2 		$2.2M Sell
15,922
-493
-3% -$61.5K 0.03% 360
2025
Q1 		$2M Buy
16,415
+632
+4% +$81.5K 0.04% 352
2024
Q4 		$2.03M Sell
15,783
-246
-2% -$31.9K 0.04% 352
2024
Q3 		$2.01M Buy
16,029
+1,714
+12% +$208K 0.04% 348
2024
Q2 		$1.7M Hold
14,315
– – 0.04% 348
2024
Q1 		$1.59M Sell
14,315
-1,612
-10% -$177K 0.04% 358
2023
Q4 		$1.68M Buy
+15,927
New +$1.56M 0.04% 323

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

NewEdge Wealth's ITOT Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q1 2026, buying an estimated $839K and bringing the position to 30,353 shares worth $4.32M. The position accounts for 0.05% of the portfolio, ranked #248.

NewEdge Wealth first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • NewEdge Wealth held 30,353 shares of iShares Core S&P Total US Stock Market ETF worth $4.32M as of Q1 2026.
  • NewEdge Wealth bought 5,641 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $839K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #248 holding.
  • NewEdge Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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