SWP
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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
Q2 		$22.9M Sell
139,122
-1,318
-0.9% -$209K 0.35% 43
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Sagespring Wealth Partners's ITOT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.94% in Q2 2026, selling an estimated $209K and leaving 139,122 shares worth $22.9M. The position accounts for 0.35% of the portfolio, ranked #43.

Sagespring Wealth Partners first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sagespring Wealth Partners held 139,122 shares of iShares Core S&P Total US Stock Market ETF worth $22.9M as of Q2 2026.
  • Sagespring Wealth Partners sold 1,318 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $209K.
  • iShares Core S&P Total US Stock Market ETF made up 0.35% of Sagespring Wealth Partners's portfolio in Q2 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 7 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.