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Sound View Wealth Advisors Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sound View Wealth Advisors Group’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 		$353K Buy
2,482
+48
+2% +$7.14K 0.02% 320
2025
Q4 		$362K Hold
2,434
– – 0.02% 320
2025
Q3 		$355K Sell
2,434
-600
-20% -$84.1K 0.02% 326
2025
Q2 		$410K Buy
3,034
+18
+0.6% +$2.25K 0.03% 295
2025
Q1 		$368K Hold
3,016
– – 0.03% 306
2024
Q4 		$388K Sell
3,016
-260
-8% -$33.7K 0.03% 299
2024
Q3 		$412K Buy
+3,276
New +$397K 0.03% 288

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

Sound View Wealth Advisors Group's ITOT Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, buying an estimated $7.14K and bringing the position to 2,482 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #320.

Sound View Wealth Advisors Group first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,482 shares of iShares Core S&P Total US Stock Market ETF worth $353K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 48 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.14K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #320 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Sound View Wealth Advisors Group's iShares Core S&P Total US Stock Market ETF position peaked at $412K in Q3 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.