Sage Private Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sage Private Wealth Group’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
2025 Q4	–	Sell	-1,544	Closed	-$225K	–	92
2025 Q3	$225K	Buy	+1,544	New	+$217K	0.13%	88
2022 Q2	–	Sell	-12	Closed	-$1K	–	173
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	171
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	169
2021 Q3	$1K	Buy	+12	New	+$1.21K	﹤0.01%	171

Other funds holding ITOT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

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

Sage Private Wealth Group's ITOT Position: Q4 2025 in Review

Sage Private Wealth Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,544 shares — an estimated $225K sold.

Sage Private Wealth Group first reported a position in ITOT in Q3 2021 and held it in 4 quarters. The position peaked at $225K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

Sage Private Wealth Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Sage Private Wealth Group sold 1,544 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $225K.
Sage Private Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 4 quarters.
Sage Private Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $225K in Q3 2025.
1,642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Sage Private Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.