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

Soundwatch Capital’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 		$941K Hold
6,604
– – 0.12% 19
2025
Q4 		$982K Hold
6,604
– – 0.15% 17
2025
Q3 		$962K Buy
6,604
+1,530
+30% +$215K 0.15% 15
2025
Q2 		$678K Buy
5,074
+74
+1% +$9.23K 0.12% 92
2025
Q1 		$610K Sell
5,000
-1,604
-24% -$207K 0.28% 16
2024
Q4 		$849K Hold
6,604
– – 0.09% 16
2024
Q3 		$830K Buy
6,604
+4,694
+246% +$568K 0.13% 16
2024
Q2 		$227K Sell
1,910
-4,694
-71% -$539K 1.25% 14
2024
Q1 		$760K Buy
6,604
+1,567
+31% +$172K 0.15% 8
2023
Q4 		$531K Sell
5,037
-1,567
-24% -$154K 0.26% 19
2023
Q3 		$622K Hold
6,604
– – 0.13% 14
2023
Q2 		$646K Buy
6,604
+1,604
+32% +$148K 0.16% 15
2023
Q1 		$453K Buy
5,000
+1,910
+62% +$170K 0.1% 16
2022
Q4 		$262K Sell
3,090
-3,467
-53% -$296K 0.26% 14
2022
Q3 		$522K Buy
6,557
+2,549
+64% +$225K 0.51% 7
2022
Q2 		$336K Sell
4,008
-2,549
-39% -$232K 0.32% 10
2022
Q1 		$662K Sell
6,557
-1,910
-23% -$190K 0.59% 5
2021
Q4 		$906K Hold
8,467
– – 0.19% 12
2021
Q3 		$833K Buy
8,467
+5,377
+174% +$544K 0.08% 14
2021
Q2 		$305K Sell
3,090
-2,000
-39% -$192K 0.3% 7
2021
Q1 		$466K Hold
5,090
– – 0.17% 12
2020
Q4 		$439K Hold
5,090
– – 0.3% 13
2020
Q3 		$384K Hold
5,090
– – 0.12% 15
2020
Q2 		$353K Buy
+5,090
New +$333K 0.21% 14

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

Soundwatch Capital's ITOT Position: Q1 2026 in Review

Soundwatch Capital held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 6,604 shares worth $941K. The position accounts for 0.12% of the portfolio, ranked #19.

Soundwatch Capital first reported a position in ITOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $982K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Soundwatch Capital held 6,604 shares of iShares Core S&P Total US Stock Market ETF worth $941K as of Q1 2026.
  • Soundwatch Capital left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Soundwatch Capital's portfolio in Q1 2026, its #19 holding.
  • Soundwatch Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
  • Soundwatch Capital's iShares Core S&P Total US Stock Market ETF position peaked at $982K in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.