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

Prosperity Capital 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 Q2	$230K	Sell	1,399 -4,237	-75%	-$673K	0.01%	391
2026 Q1	$803K	Buy	5,636 +219	+4%	+$32.6K	0.05%	211
2025 Q4	$805K	Buy	5,417 +3,508	+184%	+$518K	0.05%	190
2025 Q3	$278K	Sell	1,909 -2,298	-55%	-$322K	0.02%	355
2025 Q2	$568K	Buy	4,207 +777	+23%	+$97K	0.04%	245
2025 Q1	$420K	Buy	3,430 +1,062	+45%	+$137K	0.03%	253
2024 Q4	$304K	Buy	+2,368	New	+$307K	0.02%	278
2023 Q4	–	Sell	-11,141	Closed	-$1.05M	–	269
2023 Q3	$1.05M	Buy	11,141 +1,700	+18%	+$167K	0.14%	89
2023 Q2	$924K	Buy	9,441 +1,875	+25%	+$173K	0.13%	93
2023 Q1	$685K	Sell	7,566 -2,293	-23%	-$204K	0.11%	99
2022 Q4	$836K	Buy	+9,859	New	+$841K	0.26%	66

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Prosperity Capital Advisors's ITOT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 75% in Q2 2026, selling an estimated $673K and leaving 1,399 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #391.

Prosperity Capital Advisors first reported a position in ITOT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2023. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Prosperity Capital Advisors held 1,399 shares of iShares Core S&P Total US Stock Market ETF worth $230K as of Q2 2026.
Prosperity Capital Advisors sold 4,237 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $673K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #391 holding.
Prosperity Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
Prosperity Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.05M in Q3 2023.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.