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

&Partners’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	$63M	Buy	382,673 +16,715	+5%	+$2.65M	0.26%	76
2026 Q1	$52.1M	Buy	365,958 +6,524	+2%	+$970K	0.26%	80
2025 Q4	$53.4M	Buy	359,434 +54,692	+18%	+$8.07M	0.28%	74
2025 Q3	$44.3M	Buy	304,742 +8,786	+3%	+$1.23M	0.28%	75
2025 Q2	$39.8M	Sell	295,956 -55,529	-16%	-$6.93M	0.31%	71
2025 Q1	$42.3M	Sell	351,485 -42,118	-11%	-$5.43M	0.45%	50
2024 Q4	$50.7M	Buy	393,603 +199,345	+103%	+$25.8M	0.61%	31
2024 Q3	$24.3M	Buy	194,258 +112,318	+137%	+$13.6M	0.47%	45
2024 Q2	$9.74M	Buy	81,940 +63,028	+333%	+$7.23M	0.43%	55
2024 Q1	$2.18M	Buy	+18,912	New	+$2.07M	0.3%	66

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

&Partners's ITOT Position: Q2 2026 in Review

&Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q2 2026, buying an estimated $2.65M and bringing the position to 382,673 shares worth $63M. The position accounts for 0.26% of the portfolio, ranked #76.

&Partners first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

&Partners held 382,673 shares of iShares Core S&P Total US Stock Market ETF worth $63M as of Q2 2026.
&Partners bought 16,715 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.65M.
iShares Core S&P Total US Stock Market ETF made up 0.26% of &Partners's portfolio in Q2 2026, its #76 holding.
&Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.