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 Q2	$984K	Sell	5,991 -9	-0.2%	-$1.43K	0.04%	289
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 $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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Parsons Capital Management's ITOT Position: Q2 2026 in Review

Parsons Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.15% in Q2 2026, selling an estimated $1.43K and leaving 5,991 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #289.

Parsons Capital Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Parsons Capital Management held 5,991 shares of iShares Core S&P Total US Stock Market ETF worth $984K as of Q2 2026.
Parsons Capital Management sold 9 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.43K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Parsons Capital Management's portfolio in Q2 2026, its #289 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 11 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.