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

Sagespring 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	$20M	Buy	140,440 +40,553	+41%	+$6.03M	0.36%	43
2025 Q4	$14.9M	Buy	99,887 +701	+0.7%	+$103K	0.27%	57
2025 Q3	$14.4M	Sell	99,186 -618	-0.6%	-$86.7K	0.28%	53
2025 Q2	$13.5M	Sell	99,804 -1,232	-1%	-$154K	0.29%	52
2025 Q1	$12.3M	Buy	101,036 +67,748	+204%	+$8.73M	0.31%	49
2024 Q4	$4.28M	Buy	+33,288	New	+$4.31M	0.11%	88

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

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

Sagespring Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 41% in Q1 2026, buying an estimated $6.03M and bringing the position to 140,440 shares worth $20M. The position accounts for 0.36% of the portfolio, ranked #43.

Sagespring Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sagespring Wealth Partners held 140,440 shares of iShares Core S&P Total US Stock Market ETF worth $20M as of Q1 2026.
Sagespring Wealth Partners bought 40,553 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $6.03M.
iShares Core S&P Total US Stock Market ETF made up 0.36% of Sagespring Wealth Partners's portfolio in Q1 2026, its #43 holding.
Sagespring 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.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.