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

Prime Capital Investment Advisors’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 		$230M Buy
1,616,418
+68,712
+4% +$10.2M 2.66% 4
2025
Q4 		$230M Sell
1,547,706
-12,977
-0.8% -$1.92M 2.8% 4
2025
Q3 		$227M Sell
1,560,683
-5,998
-0.4% -$841K 2.85% 4
2025
Q2 		$212M Sell
1,566,681
-440,763
-22% -$55M 2.81% 4
2025
Q1 		$245M Buy
2,007,444
+451,621
+29% +$58.2M 2.86% 3
2024
Q4 		$200M Sell
1,555,823
-2,437
-0.2% -$316K 2.91% 4
2024
Q3 		$196M Sell
1,558,260
-32,764
-2% -$3.97M 2.79% 3
2024
Q2 		$189M Sell
1,591,024
-110,636
-7% -$12.7M 2.8% 4
2024
Q1 		$196M Buy
1,701,660
+414,874
+32% +$45.5M 2.74% 4
2023
Q4 		$135M Buy
1,286,786
+322,254
+33% +$31.6M 2.04% 10
2023
Q3 		$90.8M Buy
964,532
+42,480
+5% +$4.17M 1.86% 12
2023
Q2 		$90.2M Buy
922,052
+365,633
+66% +$33.8M 1.78% 13
2023
Q1 		$50.4M Sell
556,419
-62,447
-10% -$5.54M 2.07% 8
2022
Q4 		$52.5M Buy
618,866
+15,486
+3% +$1.32M 1.99% 8
2022
Q3 		$48M Sell
603,380
-42,259
-7% -$3.74M 2.76% 7
2022
Q2 		$54.1M Buy
645,639
+68,314
+12% +$6.22M 3.23% 6
2022
Q1 		$61.8M Sell
577,325
-7,354
-1% -$733K 3.43% 5
2021
Q4 		$62.5M Sell
584,679
-1,499
-0.3% -$157K 3.34% 5
2021
Q3 		$57.7M Sell
586,178
-42,816
-7% -$4.33M 3.6% 6
2021
Q2 		$62.1M Buy
628,994
+23,087
+4% +$2.22M 3.6% 6
2021
Q1 		$55.5M Sell
605,907
-16,844
-3% -$1.51M 4.01% 6
2020
Q4 		$53.7M Sell
622,751
-81,124
-12% -$6.57M 4.15% 7
2020
Q3 		$53.1M Sell
703,875
-1,821
-0.3% -$136K 4.47% 5
2020
Q2 		$49M Buy
705,696
+62,277
+10% +$4.07M 4.59% 5
2020
Q1 		$36.8M Buy
643,419
+53,632
+9% +$3.68M 4.36% 5
2019
Q4 		$42.9M Sell
589,787
-4,079
-0.7% -$284K 4.9% 3
2019
Q3 		$39.8M Buy
593,866
+21,554
+4% +$1.44M 6.16% 1
2019
Q2 		$38.1M Buy
572,312
+47,702
+9% +$3.13M 6.95% 1
2019
Q1 		$33.8M Sell
524,610
-26,987
-5% -$1.67M 9.84% 1
2018
Q4 		$31.3M Buy
551,597
+216,484
+65% +$13.3M 11.35% 1
2018
Q3 		$22.3M Buy
335,113
+81,905
+32% +$5.37M 7.08% 1
2018
Q2 		$15.8M Buy
253,208
+83,152
+49% +$5.17M 6.65% 1
2018
Q1 		$10.3M Sell
170,056
-14,810
-8% -$925K 7.28% 1
2017
Q4 		$11.3M Buy
+184,866
New +$11M 8.71% 1

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

Prime Capital Investment Advisors's ITOT Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.4% in Q1 2026, buying an estimated $10.2M and bringing the position to 1,616,418 shares worth $230M. The position accounts for 2.66% of the portfolio, ranked #4.

Prime Capital Investment Advisors first reported a position in ITOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $245M in Q1 2025. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Prime Capital Investment Advisors held 1,616,418 shares of iShares Core S&P Total US Stock Market ETF worth $230M as of Q1 2026.
  • Prime Capital Investment Advisors bought 68,712 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $10.2M.
  • iShares Core S&P Total US Stock Market ETF made up 2.66% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Prime Capital Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $245M in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.