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Partners Capital Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Partners Capital Investment 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 		$69M Buy
484,522
+18,188
+4% +$2.7M 2.6% 10
2025
Q4 		$69.3M Sell
466,334
-60,315
-11% -$8.9M 2.58% 11
2025
Q3 		$76.7M Sell
526,649
-55,627
-10% -$7.8M 3.05% 9
2025
Q2 		$78.6M Sell
582,276
-585,756
-50% -$73.1M 3.15% 10
2025
Q1 		$143M Buy
1,168,032
+665,477
+132% +$85.8M 2.41% 11
2024
Q4 		$64.6M Sell
502,555
-373,288
-43% -$48.3M 1.78% 16
2024
Q3 		$110M Buy
875,843
+40,545
+5% +$4.91M 1.76% 15
2024
Q2 		$99.4M Buy
835,298
+496,001
+146% +$56.9M 1.68% 16
2024
Q1 		$39.1M Sell
339,297
-146,163
-30% -$16M 1.06% 24
2023
Q4 		$51.1M Buy
485,460
+159,475
+49% +$15.6M 1.12% 21
2023
Q3 		$30.7M Sell
325,985
-86,700
-21% -$8.52M 0.74% 23
2023
Q2 		$40.4M Buy
412,685
+179,594
+77% +$16.6M 0.86% 23
2023
Q1 		$21.1M Sell
233,091
-61,742
-21% -$5.48M 0.91% 24
2022
Q4 		$25M Buy
294,833
+131,307
+80% +$11.2M 1.2% 18
2022
Q3 		$13M Buy
163,526
+9,930
+6% +$878K 0.77% 36
2022
Q2 		$12.9M Sell
153,596
-58,737
-28% -$5.35M 0.87% 40
2022
Q1 		$21.4M Buy
212,333
+25,502
+14% +$2.54M 1.05% 41
2021
Q4 		$20M Sell
186,831
-91,624
-33% -$9.58M 0.93% 42
2021
Q3 		$27.4M Sell
278,455
-182,781
-40% -$18.5M 1.25% 28
2021
Q2 		$45.6M Buy
461,236
+58,143
+14% +$5.59M 2.03% 12
2021
Q1 		$36.9M Buy
+403,093
New +$36.2M 1.62% 16

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

Partners Capital Investment Group's ITOT Position: Q1 2026 in Review

Partners Capital Investment Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q1 2026, buying an estimated $2.7M and bringing the position to 484,522 shares worth $69M. The position accounts for 2.6% of the portfolio, ranked #10.

Partners Capital Investment Group first reported a position in ITOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $143M in Q1 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Partners Capital Investment Group held 484,522 shares of iShares Core S&P Total US Stock Market ETF worth $69M as of Q1 2026.
  • Partners Capital Investment Group bought 18,188 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.7M.
  • iShares Core S&P Total US Stock Market ETF made up 2.6% of Partners Capital Investment Group's portfolio in Q1 2026, its #10 holding.
  • Partners Capital Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Partners Capital Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $143M in Q1 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 Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.