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

Pursue 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	$434K	Hold	3,045	–	–	0.26%	65
2025 Q4	$453K	Hold	3,045	–	–	0.22%	67
2025 Q3	$444K	Hold	3,045	–	–	0.24%	68
2025 Q2	$411K	Hold	3,045	–	–	0.23%	69
2025 Q1	$372K	Hold	3,045	–	–	0.23%	73
2024 Q4	$392K	Buy	3,045 +745	+32%	+$96.5K	0.22%	65
2024 Q3	$289K	Hold	2,300	–	–	0.16%	86
2024 Q2	$273K	Hold	2,300	–	–	0.15%	84
2024 Q1	$265K	Hold	2,300	–	–	0.16%	84
2023 Q4	$242K	Hold	2,300	–	–	0.16%	78
2023 Q3	$217K	Hold	2,300	–	–	0.15%	84
2023 Q2	$225K	Sell	2,300 -1,200	-34%	-$111K	0.14%	90
2023 Q1	$317K	Hold	3,500	–	–	0.22%	78
2022 Q4	$297K	Hold	3,500	–	–	0.23%	78
2022 Q3	$278K	Hold	3,500	–	–	0.2%	83
2022 Q2	$293K	Hold	3,500	–	–	0.19%	86
2022 Q1	$350K	Hold	3,500	–	–	0.14%	102
2021 Q4	$374K	Buy	+3,500	New	+$366K	0.14%	99

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

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

Pursue Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 3,045 shares worth $434K. The position accounts for 0.26% of the portfolio, ranked #65.

Pursue Wealth Partners first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $453K in Q4 2025. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Pursue Wealth Partners held 3,045 shares of iShares Core S&P Total US Stock Market ETF worth $434K as of Q1 2026.
Pursue Wealth Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.26% of Pursue Wealth Partners's portfolio in Q1 2026, its #65 holding.
Pursue Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $453K in Q4 2025.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.