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

Sivia 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
2026
Q1 		– Sell
-1,629
Closed -$242K – 546
2025
Q4 		$242K Hold
1,629
– – 0.05% 469
2025
Q3 		$237K Buy
+1,629
New +$228K 0.07% 406

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sivia Capital Partners's ITOT Position: Q1 2026 in Review

Sivia Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,629 shares — an estimated $242K sold.

Sivia Capital Partners first reported a position in ITOT in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 1,623 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Sivia Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 1,629 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $242K.
  • Sivia Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 2 quarters.
  • Sivia Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $242K in Q4 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 Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.