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

Passive 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 		$292K Hold
2,048
– – 0.09% 85
2025
Q4 		$305K Hold
2,048
– – 0.1% 81
2025
Q3 		$298K Hold
2,048
– – 0.1% 78
2025
Q2 		$276K Hold
2,048
– – 0.09% 75
2025
Q1 		$250K Buy
+2,048
New +$264K 0.08% 76

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

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

Passive Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,048 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #85.

Passive Capital Management first reported a position in ITOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Passive Capital Management held 2,048 shares of iShares Core S&P Total US Stock Market ETF worth $292K as of Q1 2026.
  • Passive Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Passive Capital Management's portfolio in Q1 2026, its #85 holding.
  • Passive Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Passive Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $305K in Q4 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 Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.