SCP
ITOT icon

Shorepoint Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Shorepoint Capital 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
2025
Q3 		$368K Buy
+2,528
New +$355K 0.07% 88
2025
Q1 		$307K Buy
2,513
+7
+0.3% +$902 0.07% 95
2024
Q4 		$322K Buy
2,506
+9
+0.4% +$1.17K 0.07% 93
2024
Q3 		$314K Buy
2,497
+9
+0.4% +$1.09K 0.07% 91
2024
Q2 		$295K Buy
2,488
+7
+0.3% +$803 0.07% 93
2024
Q1 		$286K Buy
2,481
+7
+0.3% +$768 0.07% 89
2023
Q4 		$260K Buy
2,474
+23
+0.9% +$2.25K 0.07% 92
2023
Q3 		$231K Buy
2,451
+26
+1% +$2.56K 0.07% 100
2023
Q2 		$237K Sell
2,425
-2
-0.1% -$185 0.07% 105
2023
Q1 		$220K Buy
2,427
+41
+2% +$3.64K 0.06% 117
2022
Q4 		$202K Buy
+2,386
New +$204K 0.06% 136

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
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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Shorepoint Capital Partners's ITOT Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025: 2,528 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in ITOT as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in ITOT in Q4 2022 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Shorepoint Capital Partners held 2,528 shares of iShares Core S&P Total US Stock Market ETF worth $368K as of Q3 2025.
  • iShares Core S&P Total US Stock Market ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Shorepoint Capital Partners's portfolio in Q3 2025, its #88 holding.
  • Shorepoint Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.