SMA
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Sage Mountain Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sage Mountain 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
Q1 		$11.3M Buy
79,649
+21,978
+38% +$3.27M 0.79% 18
2025
Q4 		$8.58M Buy
57,671
+1,304
+2% +$192K 0.45% 35
2025
Q3 		$8.21M Buy
56,367
+6,228
+12% +$873K 0.47% 33
2025
Q2 		$6.77M Buy
50,139
+20,869
+71% +$2.6M 0.44% 34
2025
Q1 		$3.57M Buy
29,270
+3,255
+13% +$420K 0.26% 50
2024
Q4 		$3.35M Buy
26,015
+864
+3% +$112K 0.24% 53
2024
Q3 		$3.16M Sell
25,151
-235
-0.9% -$28.5K 0.27% 49
2024
Q2 		$3.02M Buy
25,386
+26
+0.1% +$2.98K 0.28% 49
2024
Q1 		$2.92M Buy
25,360
+11
+0% +$1.21K 0.3% 49
2023
Q4 		$2.67M Buy
25,349
+3,000
+13% +$294K 0.31% 48
2023
Q3 		$2.11M Sell
22,349
-2,524
-10% -$248K 0.29% 48
2023
Q2 		$2.43M Hold
24,873
– – 0.35% 40
2023
Q1 		$2.25M Buy
24,873
+7,963
+47% +$707K 0.36% 38
2022
Q4 		$1.43M Sell
16,910
-3,693
-18% -$315K 0.33% 30
2022
Q3 		$1.64M Buy
20,603
+16,910
+458% +$1.5M 0.44% 26
2022
Q2 		$309K Hold
3,693
– – 0.05% 330
2022
Q1 		$373K Hold
3,693
– – 0.06% 326
2021
Q4 		$395K Hold
3,693
– – 0.05% 368
2021
Q3 		$363K Buy
+3,693
New +$373K 0.05% 323

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

Sage Mountain Advisors's ITOT Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 38% in Q1 2026, buying an estimated $3.27M and bringing the position to 79,649 shares worth $11.3M. The position accounts for 0.79% of the portfolio, ranked #18.

Sage Mountain Advisors first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Sage Mountain Advisors held 79,649 shares of iShares Core S&P Total US Stock Market ETF worth $11.3M as of Q1 2026.
  • Sage Mountain Advisors bought 21,978 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.27M.
  • iShares Core S&P Total US Stock Market ETF made up 0.79% of Sage Mountain Advisors's portfolio in Q1 2026, its #18 holding.
  • Sage Mountain Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.