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

Silvercrest 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	–	Sell	-2,061	Closed	-$306K	–	863
2025 Q4	$306K	Hold	2,061	–	–	﹤0.01%	793
2025 Q3	$300K	Sell	2,061 -2,150	-51%	-$302K	﹤0.01%	756
2025 Q2	$569K	Buy	4,211 +394	+10%	+$49.2K	﹤0.01%	694
2025 Q1	$466K	Buy	3,817 +2,150	+129%	+$277K	﹤0.01%	711
2024 Q4	$214K	Hold	1,667	–	–	﹤0.01%	797
2024 Q3	$209K	Buy	+1,667	New	+$202K	﹤0.01%	775

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Silvercrest Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2,061 shares — an estimated $306K sold.

Silvercrest Asset Management first reported a position in ITOT in Q3 2024 and held it in 6 quarters. The position peaked at $569K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Silvercrest Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Silvercrest Asset Management sold 2,061 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $306K.
Silvercrest Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 6 quarters.
Silvercrest Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $569K in Q2 2025.
1,623 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.