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

Objective Capital Management’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 		$2.17M Sell
15,213
-260
-2% -$38.7K 2.19% 9
2025
Q4 		$2.3M Buy
15,473
+83
+0.5% +$12.2K 2.34% 10
2025
Q3 		$2.24M Buy
15,390
+25
+0.2% +$3.51K 2.32% 11
2025
Q2 		$2.07M Buy
15,365
+19
+0.1% +$2.37K 2.33% 10
2025
Q1 		$1.87M Buy
15,346
+19
+0.1% +$2.45K 2.39% 10
2024
Q4 		$1.97M Sell
15,327
-437
-3% -$56.6K 1.32% 20
2024
Q3 		$1.98M Buy
+15,764
New +$1.91M 1.16% 25
2024
Q1 		$1.78M Buy
15,434
+1,481
+11% +$162K 1.2% 26
2023
Q4 		$1.47M Buy
13,953
+1,756
+14% +$172K 1.12% 24
2023
Q3 		$1.15M Buy
12,197
+21
+0.2% +$2.06K 1.02% 28
2023
Q2 		$1.19M Buy
12,176
+9
+0.1% +$832 1.04% 28
2023
Q1 		$1.1M Buy
12,167
+277
+2% +$24.6K 1.01% 28
2022
Q4 		$1.01M Buy
11,890
+345
+3% +$29.4K 1% 31
2022
Q3 		$918K Buy
11,545
+64
+0.6% +$5.66K 0.98% 31
2022
Q2 		$962K Buy
11,481
+725
+7% +$66.1K 0.97% 33
2022
Q1 		$1.09M Buy
10,756
+628
+6% +$62.6K 0.83% 32
2021
Q4 		$1.08M Buy
+10,128
New +$1.06M 0.77% 33

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

Objective Capital Management's ITOT Position: Q1 2026 in Review

Objective Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q1 2026, selling an estimated $38.7K and leaving 15,213 shares worth $2.17M. The position accounts for 2.19% of the portfolio, ranked #9.

Objective Capital Management first reported a position in ITOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.3M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Objective Capital Management held 15,213 shares of iShares Core S&P Total US Stock Market ETF worth $2.17M as of Q1 2026.
  • Objective Capital Management sold 260 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $38.7K.
  • iShares Core S&P Total US Stock Market ETF made up 2.19% of Objective Capital Management's portfolio in Q1 2026, its #9 holding.
  • Objective Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Objective Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.3M 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 Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.