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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
Q2 		$69.3M Sell
421,882
-62,640
-13% -$9.94M 2.44% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Partners Capital Investment Group's ITOT Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, selling an estimated $9.94M and leaving 421,882 shares worth $69.3M. The position accounts for 2.44% of the portfolio, ranked #12.

Partners Capital Investment Group first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $143M in Q1 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Partners Capital Investment Group held 421,882 shares of iShares Core S&P Total US Stock Market ETF worth $69.3M as of Q2 2026.
  • Partners Capital Investment Group sold 62,640 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $9.94M.
  • iShares Core S&P Total US Stock Market ETF made up 2.44% of Partners Capital Investment Group's portfolio in Q2 2026, its #12 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 22 quarters since.
  • Partners Capital Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $143M in Q1 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.