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

Opes Wealth 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	$467K	Sell	3,281 -639	-16%	-$95K	0.08%	95
2025 Q4	$583K	Buy	3,920 +38	+1%	+$5.61K	0.1%	93
2025 Q3	$565K	Sell	3,882 -142	-4%	-$19.9K	0.1%	85
2025 Q2	$543K	Sell	4,024 -600	-13%	-$74.9K	0.1%	87
2025 Q1	$564K	Buy	4,624 +1,699	+58%	+$219K	0.11%	83
2024 Q4	$376K	Sell	2,925 -145	-5%	-$18.8K	0.08%	100
2024 Q3	$386K	Buy	3,070 +156	+5%	+$18.9K	0.07%	97
2024 Q2	$346K	Buy	2,914 +68	+2%	+$7.8K	0.07%	99
2024 Q1	$328K	Sell	2,846 -117	-4%	-$12.8K	0.08%	102
2023 Q4	$312K	Buy	2,963 +41	+1%	+$4.02K	0.07%	103
2023 Q3	$275K	Sell	2,922 -8	-0.3%	-$786	0.08%	104
2023 Q2	$287K	Buy	2,930 +400	+16%	+$37K	0.08%	106
2023 Q1	$229K	Sell	2,530 -10,722	-81%	-$952K	0.07%	100
2022 Q4	$1.12M	Buy	13,252 +10,732	+426%	+$916K	0.41%	48
2022 Q3	$200K	Buy	+2,520	New	+$223K	0.08%	91
2022 Q2	–	Sell	-2,059	Closed	-$208K	–	98
2022 Q1	$208K	Buy	2,059 +3	+0.1%	+$299	0.07%	100
2021 Q4	$220K	Buy	2,056 +18	+0.9%	+$1.88K	0.07%	103
2021 Q3	$200K	Sell	2,038 -28	-1%	-$2.83K	0.07%	95
2021 Q2	$204K	Buy	+2,066	New	+$199K	0.08%	86
2020 Q1	–	Sell	-4,867	Closed	-$354K	–	51
2019 Q4	$354K	Buy	4,867 +640	+15%	+$44.5K	0.22%	36
2019 Q3	$284K	Sell	4,227 -399	-9%	-$26.7K	0.19%	43
2019 Q2	$308K	Sell	4,626 -191	-4%	-$12.5K	0.21%	38
2019 Q1	$310K	Buy	+4,817	New	+$299K	0.23%	33

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

Opes Wealth Management's ITOT Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q1 2026, selling an estimated $95K and leaving 3,281 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #95.

Opes Wealth Management first reported a position in ITOT in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2022. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Opes Wealth Management held 3,281 shares of iShares Core S&P Total US Stock Market ETF worth $467K as of Q1 2026.
Opes Wealth Management sold 639 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $95K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Opes Wealth Management's portfolio in Q1 2026, its #95 holding.
Opes Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 23 quarters since.
Opes Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.12M in Q4 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 Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.