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

SHP Wealth 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 		$890K Buy
6,249
+2,685
+75% +$399K 0.07% 100
2025
Q4 		$530K Buy
+3,564
New +$526K 0.04% 142

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $52B AUM 24.53% 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 $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

SHP Wealth Management's ITOT Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 75% in Q1 2026, buying an estimated $399K and bringing the position to 6,249 shares worth $890K. The position accounts for 0.07% of the portfolio, ranked #100.

SHP Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • SHP Wealth Management held 6,249 shares of iShares Core S&P Total US Stock Market ETF worth $890K as of Q1 2026.
  • SHP Wealth Management bought 2,685 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $399K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #100 holding.
  • SHP Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.