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

Proficio Capital 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	–	Sell	-6,516	Closed	-$969K	–	262
2025 Q4	$969K	Buy	6,516 +4,816	+283%	+$711K	0.07%	125
2025 Q3	$248K	Sell	1,700 -300	-15%	-$42.1K	0.02%	199
2025 Q2	$270K	Hold	2,000	–	–	0.02%	344
2025 Q1	$244K	Hold	2,000	–	–	0.02%	335
2024 Q4	$257K	Hold	2,000	–	–	0.02%	291
2024 Q3	$251K	Sell	2,000 -1,500	-43%	-$182K	0.03%	239
2024 Q2	$416K	Sell	3,500 -2,100	-38%	-$241K	0.04%	193
2024 Q1	$646K	Sell	5,600 -4,827	-46%	-$529K	0.07%	143
2023 Q4	$1.1M	Buy	+10,427	New	+$1.02M	0.14%	82
2019 Q3	–	Sell	-1,000	Closed	-$67K	–	824
2019 Q2	$67K	Hold	1,000	–	–	0.02%	293
2019 Q1	$64K	Hold	1,000	–	–	0.02%	284
2018 Q4	$57K	Hold	1,000	–	–	0.03%	269
2018 Q3	$67K	Hold	1,000	–	–	0.02%	283
2018 Q2	$63K	Hold	1,000	–	–	0.03%	291
2018 Q1	$60K	Hold	1,000	–	–	0.02%	300
2017 Q4	$61K	Hold	1,000	–	–	0.02%	304
2017 Q3	$58K	Hold	1,000	–	–	0.02%	351
2017 Q2	$57K	Hold	1,000	–	–	0.02%	357
2017 Q1	$55K	Hold	1,000	–	–	0.02%	360
2016 Q4	$51K	Hold	1,000	–	–	0.02%	257
2016 Q3	$50K	Sell	1,000 -1,000	-50%	-$49.3K	0.03%	276
2016 Q2	$49K	Buy	2,000 +1,000	+100%	+$47.2K	0.03%	272
2016 Q1	$47K	Buy	+1,000	New	+$44.1K	0.04%	222

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

Proficio Capital Partners's ITOT Position: Q1 2026 in Review

Proficio Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 6,516 shares — an estimated $969K sold.

Proficio Capital Partners first reported a position in ITOT in Q1 2016 and held it in 23 quarters. The position peaked at $1.1M in Q4 2023. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Proficio Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Proficio Capital Partners sold 6,516 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $969K.
Proficio Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and held it in 23 quarters.
Proficio Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.1M in Q4 2023.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.