Satovsky Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Satovsky Asset Management’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	$11.4M	Sell	80,160 -1,251	-2%	-$186K	2.02%	12
2025 Q4	$12.1M	Buy	81,411 +66	+0.1%	+$9.74K	2.35%	10
2025 Q3	$11.8M	Sell	81,345 -143	-0.2%	-$20.1K	2.36%	10
2025 Q2	$11M	Sell	81,488 -2,033	-2%	-$254K	2.34%	10
2025 Q1	$10.2M	Sell	83,521 -988	-1%	-$127K	2.28%	10
2024 Q4	$10.9M	Sell	84,509 -4,089	-5%	-$529K	2.49%	9
2024 Q3	$11.1M	Sell	88,598 -369	-0.4%	-$44.7K	2.51%	9
2024 Q2	$10.6M	Buy	88,967 +963	+1%	+$111K	2.54%	9
2024 Q1	$10.1M	Sell	88,004 -918	-1%	-$101K	2.97%	8
2023 Q4	$9.36M	Buy	88,922 +1,054	+1%	+$103K	2.91%	9
2023 Q3	$8.28M	Sell	87,868 -329	-0.4%	-$32.3K	2.8%	10
2023 Q2	$8.63M	Sell	88,197 -1,614	-2%	-$149K	2.92%	9
2023 Q1	$8.13M	Buy	89,811 +1,154	+1%	+$102K	3.03%	8
2022 Q4	$7.47M	Buy	88,657 +47,865	+117%	+$4.09M	3.1%	6
2022 Q3	$3.25M	Buy	40,792 +23,019	+130%	+$2.04M	1.87%	8
2022 Q2	$1.49M	Sell	17,773 -72	-0.4%	-$6.56K	0.87%	11
2022 Q1	$1.8M	Sell	17,845 -1,007	-5%	-$100K	1.2%	7
2021 Q4	$2.02M	Buy	18,852 +632	+3%	+$66.1K	1.35%	6
2021 Q3	$1.79M	Buy	18,220 +1,933	+12%	+$195K	1.34%	6
2021 Q2	$1.61M	Buy	16,287 +197	+1%	+$18.9K	1.23%	7
2021 Q1	$1.47M	Buy	16,090 +57	+0.4%	+$5.11K	1.31%	5
2020 Q4	$1.38M	Buy	+16,033	New	+$1.3M	1.3%	7

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

Satovsky Asset Management's ITOT Position: Q1 2026 in Review

Satovsky Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q1 2026, selling an estimated $186K and leaving 80,160 shares worth $11.4M. The position accounts for 2.02% of the portfolio, ranked #12.

Satovsky Asset Management first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.1M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Satovsky Asset Management held 80,160 shares of iShares Core S&P Total US Stock Market ETF worth $11.4M as of Q1 2026.
Satovsky Asset Management sold 1,251 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $186K.
iShares Core S&P Total US Stock Market ETF made up 2.02% of Satovsky Asset Management's portfolio in Q1 2026, its #12 holding.
Satovsky Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Satovsky Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $12.1M 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 Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.