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

SFMG Wealth Advisors’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 		$1.07M Buy
7,539
+34
+0.5% +$5.06K 0.07% 110
2025
Q4 		$1.12M Sell
7,505
-14
-0.2% -$2.07K 0.07% 104
2025
Q3 		$1.1M Buy
7,519
+176
+2% +$24.7K 0.08% 103
2025
Q2 		$992K Buy
7,343
+10
+0.1% +$1.25K 0.07% 106
2025
Q1 		$895K Buy
7,333
+56
+0.8% +$7.22K 0.07% 110
2024
Q4 		$936K Buy
7,277
+13
+0.2% +$1.68K 0.07% 102
2024
Q3 		$913K Buy
7,264
+90
+1% +$10.9K 0.07% 99
2024
Q2 		$852K Sell
7,174
-13
-0.2% -$1.49K 0.07% 98
2024
Q1 		$829K Buy
7,187
+35
+0.5% +$3.84K 0.07% 102
2023
Q4 		$753K Buy
7,152
+62
+0.9% +$6.08K 0.07% 105
2023
Q3 		$668K Sell
7,090
-1,163
-14% -$114K 0.07% 107
2023
Q2 		$808K Buy
8,253
+1,406
+21% +$130K 0.08% 97
2023
Q1 		$620K Buy
6,847
+7
+0.1% +$621 0.07% 113
2022
Q4 		$580K Buy
6,840
+52
+0.8% +$4.44K 0.06% 123
2022
Q3 		$539K Sell
6,788
-191
-3% -$16.9K 0.06% 119
2022
Q2 		$585K Buy
6,979
+308
+5% +$28.1K 0.07% 117
2022
Q1 		$673K Hold
6,671
– – 0.07% 116
2021
Q4 		$714K Sell
6,671
-938
-12% -$98K 0.07% 122
2021
Q3 		$749K Buy
7,609
+938
+14% +$94.8K 0.08% 109
2021
Q2 		$659K Buy
6,671
+136
+2% +$13.1K 0.07% 117
2021
Q1 		$599K Buy
6,535
+3,352
+105% +$301K 0.07% 121
2020
Q4 		$274K Buy
3,183
+99
+3% +$8.02K 0.03% 174
2020
Q3 		$233K Buy
+3,084
New +$230K 0.03% 159

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

SFMG Wealth Advisors's ITOT Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.45% in Q1 2026, buying an estimated $5.06K and bringing the position to 7,539 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #110.

SFMG Wealth Advisors first reported a position in ITOT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • SFMG Wealth Advisors held 7,539 shares of iShares Core S&P Total US Stock Market ETF worth $1.07M as of Q1 2026.
  • SFMG Wealth Advisors bought 34 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.06K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of SFMG Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.12M 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 SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.