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

Power Wealth 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	$632K	Buy	4,435 +173	+4%	+$25.7K	0.24%	59
2025 Q4	$634K	Buy	4,262 +537	+14%	+$79.3K	0.22%	67
2025 Q3	$543K	Buy	3,725 +139	+4%	+$19.5K	0.2%	67
2025 Q2	$484K	Buy	3,586 +401	+13%	+$50K	0.19%	65
2025 Q1	$389K	Buy	3,185 +1,503	+89%	+$194K	0.16%	70
2024 Q4	$216K	Buy	+1,682	New	+$218K	0.09%	87

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Power Wealth Management's ITOT Position: Q1 2026 in Review

Power Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q1 2026, buying an estimated $25.7K and bringing the position to 4,435 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #59.

Power Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $634K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Power Wealth Management held 4,435 shares of iShares Core S&P Total US Stock Market ETF worth $632K as of Q1 2026.
Power Wealth Management bought 173 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $25.7K.
iShares Core S&P Total US Stock Market ETF made up 0.24% of Power Wealth Management's portfolio in Q1 2026, its #59 holding.
Power Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Power Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $634K 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 Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.