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

Parr McKnight Wealth Management Group’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	–	Sell	-2,395	Closed	-$356K	–	229
2025 Q4	$356K	Sell	2,395 -1,403	-37%	-$207K	0.05%	199
2025 Q3	$553K	Sell	3,798 -670	-15%	-$94K	0.07%	179
2025 Q2	$603K	Sell	4,468 -1,475	-25%	-$184K	0.08%	177
2025 Q1	$725K	Buy	5,943 +196	+3%	+$25.3K	0.1%	172
2024 Q4	$739K	Buy	+5,747	New	+$744K	0.11%	165

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Parr McKnight Wealth Management Group's ITOT Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2,395 shares — an estimated $356K sold.

Parr McKnight Wealth Management Group first reported a position in ITOT in Q4 2024 and held it in 5 quarters. The position peaked at $739K in Q4 2024. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Parr McKnight Wealth Management Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 2,395 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $356K.
Parr McKnight Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 5 quarters.
Parr McKnight Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $739K in Q4 2024.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.