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

Quotient 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 		$277K Sell
1,946
-7
-0.4% -$1.04K 0.01% 308
2025
Q4 		$290K Buy
1,953
+164
+9% +$24.2K 0.01% 282
2025
Q3 		$261K Sell
1,789
-320
-15% -$44.9K 0.01% 298
2025
Q2 		$285K Buy
2,109
+87
+4% +$10.9K 0.01% 279
2025
Q1 		$247K Sell
2,022
-338
-14% -$43.6K 0.01% 293
2024
Q4 		$303K Buy
+2,360
New +$306K 0.01% 243

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

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

Quotient Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.36% in Q1 2026, selling an estimated $1.04K and leaving 1,946 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #308.

Quotient Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Quotient Wealth Partners held 1,946 shares of iShares Core S&P Total US Stock Market ETF worth $277K as of Q1 2026.
  • Quotient Wealth Partners sold 7 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.04K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #308 holding.
  • Quotient Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Quotient Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $303K in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.