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

Simplicity Wealth’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 		$435K Buy
3,056
+1,575
+106% +$234K 0.02% 487
2025
Q4 		$220K Buy
+1,481
New +$219K 0.01% 647
2025
Q2 		– Sell
-1,882
Closed -$230K – 630
2025
Q1 		$230K Buy
+1,882
New +$243K 0.02% 486
2024
Q3 		– Sell
-1,962
Closed -$233K – 838
2024
Q2 		$233K Sell
1,962
-21,251
-92% -$2.44M 0.01% 1043
2024
Q1 		$2.68M Buy
+23,213
New +$2.55M 0.06% 295

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

Simplicity Wealth's ITOT Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 106% in Q1 2026, buying an estimated $234K and bringing the position to 3,056 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #487.

Simplicity Wealth first reported a position in ITOT in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.68M in Q1 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Simplicity Wealth held 3,056 shares of iShares Core S&P Total US Stock Market ETF worth $435K as of Q1 2026.
  • Simplicity Wealth bought 1,575 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $234K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #487 holding.
  • Simplicity Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $2.68M in Q1 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.