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

Parsons 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	$855K	Buy	6,000 +4,088	+214%	+$608K	0.04%	291
2025 Q4	$284K	Sell	1,912 -33	-2%	-$4.87K	0.02%	406
2025 Q3	$283K	Hold	1,945	–	–	0.02%	394
2025 Q2	$263K	Sell	1,945 -74	-4%	-$9.23K	0.02%	393
2025 Q1	$246K	Buy	2,019 +9	+0.4%	+$1.16K	0.01%	396
2024 Q4	$259K	Hold	2,010	–	–	0.01%	394
2024 Q3	$252K	Hold	2,010	–	–	0.02%	401
2024 Q2	$239K	Hold	2,010	–	–	0.02%	408
2024 Q1	$232K	Hold	2,010	–	–	0.02%	407
2023 Q4	$212K	Buy	+2,010	New	+$197K	0.02%	411

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

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

Parsons Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 214% in Q1 2026, buying an estimated $608K and bringing the position to 6,000 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #291.

Parsons Capital Management 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.

Parsons Capital Management held 6,000 shares of iShares Core S&P Total US Stock Market ETF worth $855K as of Q1 2026.
Parsons Capital Management bought 4,088 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $608K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Parsons Capital Management's portfolio in Q1 2026, its #291 holding.
Parsons Capital Management 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 Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.