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

Principle Wealth 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 Q1	$475K	Buy	3,336 +3	+0.1%	+$446	0.03%	248
2025 Q4	$496K	Sell	3,333 -1,628	-33%	-$240K	0.03%	243
2025 Q3	$723K	Buy	4,961 +5	+0.1%	+$701	0.04%	191
2025 Q2	$669K	Buy	4,956 +2,626	+113%	+$328K	0.04%	202
2025 Q1	$284K	Buy	2,330 +1	+0%	+$129	0.02%	294
2024 Q4	$300K	Hold	2,329	–	–	0.02%	286
2024 Q3	$293K	Hold	2,329	–	–	0.02%	287
2024 Q2	$277K	Hold	2,329	–	–	0.02%	287
2024 Q1	$269K	Hold	2,329	–	–	0.02%	298
2023 Q4	$245K	Hold	2,329	–	–	0.02%	301
2023 Q3	$219K	Hold	2,329	–	–	0.02%	299
2023 Q2	$228K	Hold	2,329	–	–	0.02%	300
2023 Q1	$211K	Buy	+2,329	New	+$207K	0.02%	304

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

Principle Wealth Partners's ITOT Position: Q1 2026 in Review

Principle Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q1 2026, buying an estimated $446 and bringing the position to 3,336 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #248.

Principle Wealth Partners first reported a position in ITOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $723K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Principle Wealth Partners held 3,336 shares of iShares Core S&P Total US Stock Market ETF worth $475K as of Q1 2026.
Principle Wealth Partners bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $446.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #248 holding.
Principle Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Principle Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $723K in Q3 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 Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.