SageView Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SageView Advisory 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
2026 Q2	$970K	Buy	5,904 +3	+0.1%	+$476	0.03%	250
2026 Q1	$841K	Sell	5,901 -6,077	-51%	-$904K	0.03%	254
2025 Q4	$1.78M	Sell	11,978 -141	-1%	-$20.8K	0.06%	164
2025 Q3	$1.77M	Sell	12,119 -59	-0.5%	-$8.27K	0.06%	178
2025 Q2	$1.7M	Sell	12,178 -232	-2%	-$28.9K	0.06%	160
2025 Q1	$1.51M	Sell	12,410 -1,558	-11%	-$201K	0.06%	159
2024 Q4	$1.8M	Buy	13,968 +3,392	+32%	+$439K	0.08%	134
2024 Q3	$1.33M	Sell	10,576 -2,734	-21%	-$331K	0.07%	155
2024 Q2	$1.58M	Sell	13,310 -57,074	-81%	-$6.55M	0.07%	155
2024 Q1	$4.78M	Buy	70,384 +57,049	+428%	+$6.26M	0.24%	53
2023 Q4	$1.44M	Buy	13,335 +6,608	+98%	+$648K	0.06%	199
2023 Q3	$634K	Sell	6,727 -9,611	-59%	-$944K	0.04%	291
2023 Q2	$1.6M	Sell	16,338 -170	-1%	-$15.7K	0.09%	145
2023 Q1	$1.49M	Buy	16,508 +7,663	+87%	+$680K	0.1%	142
2022 Q4	$750K	Buy	+8,845	New	+$755K	0.06%	189

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SageView Advisory Group's ITOT Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q2 2026, buying an estimated $476 and bringing the position to 5,904 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #250.

SageView Advisory Group first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.78M in Q1 2024. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

SageView Advisory Group held 5,904 shares of iShares Core S&P Total US Stock Market ETF worth $970K as of Q2 2026.
SageView Advisory Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #250 holding.
SageView Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $4.78M in Q1 2024.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.