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

Sard Wealth Management 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 Q1	$8.62M	Sell	60,509 -689	-1%	-$102K	4.69%	8
2025 Q4	$9.1M	Sell	61,198 -1,074	-2%	-$159K	4.99%	7
2025 Q3	$9.07M	Sell	62,272 -811	-1%	-$114K	5.17%	7
2025 Q2	$8.52M	Buy	63,083 +14	+0%	+$1.75K	5.25%	7
2025 Q1	$7.7M	Sell	63,069 -361	-0.6%	-$46.5K	5.16%	7
2024 Q4	$8.16M	Sell	63,430 -3,879	-6%	-$502K	5.48%	7
2024 Q3	$8.46M	Sell	67,309 -755	-1%	-$91.4K	5.59%	7
2024 Q2	$8.08M	Sell	68,064 -1,394	-2%	-$160K	5.68%	7
2024 Q1	$8.01M	Sell	69,458 -122	-0.2%	-$13.4K	7.24%	4
2023 Q4	$7.32M	Buy	+69,580	New	+$6.82M	7.39%	4

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

Sard Wealth Management Group's ITOT Position: Q1 2026 in Review

Sard Wealth Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q1 2026, selling an estimated $102K and leaving 60,509 shares worth $8.62M. The position accounts for 4.69% of the portfolio, ranked #8.

Sard Wealth Management Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Sard Wealth Management Group held 60,509 shares of iShares Core S&P Total US Stock Market ETF worth $8.62M as of Q1 2026.
Sard Wealth Management Group sold 689 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $102K.
iShares Core S&P Total US Stock Market ETF made up 4.69% of Sard Wealth Management Group's portfolio in Q1 2026, its #8 holding.
Sard Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Sard Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $9.1M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.