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Stephens Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-15,253
Closed -$2.22M – 1341
2025
Q3 		$2.22M Hold
15,253
– – 0.03% 464
2025
Q2 		$2.06M Sell
15,253
-100
-0.7% -$12.5K 0.03% 457
2025
Q1 		$1.87M Hold
15,353
– – 0.03% 478
2024
Q4 		$1.97M Sell
15,353
-8,150
-35% -$1.06M 0.03% 447
2024
Q3 		$2.95M Hold
23,503
– – 0.04% 369
2024
Q2 		$2.79M Buy
23,503
+185
+0.8% +$21.2K 0.04% 365
2024
Q1 		$2.69M Hold
23,318
– – 0.04% 360
2023
Q4 		$2.45M Buy
23,318
+360
+2% +$35.3K 0.04% 352
2023
Q3 		$2.16M Hold
22,958
– – 0.04% 353
2023
Q2 		$2.25M Sell
22,958
-940
-4% -$86.9K 0.04% 356
2023
Q1 		$2.16M Buy
23,898
+4
+0% +$355 0.04% 373
2022
Q4 		$2.03M Buy
23,894
+4
+0% +$341 0.04% 367
2022
Q3 		$1.9M Buy
23,890
+955
+4% +$84.4K 0.04% 375
2022
Q2 		$1.92M Buy
22,935
+6
+0% +$547 0.04% 392
2022
Q1 		$2.31M Buy
22,929
+2,323
+11% +$232K 0.04% 396
2021
Q4 		$2.2M Buy
20,606
+3
+0% +$314 0.03% 438
2021
Q3 		$2.03M Buy
+20,603
New +$2.08M 0.03% 463

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Stephens Inc's ITOT Position: Q4 2025 in Review

Stephens Inc sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 15,253 shares — an estimated $2.22M sold.

Stephens Inc first reported a position in ITOT in Q3 2021 and held it in 17 quarters. The position peaked at $2.95M in Q3 2024. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Stephens Inc reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 15,253 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $2.22M.
  • Stephens Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 17 quarters.
  • Stephens Inc's iShares Core S&P Total US Stock Market ETF position peaked at $2.95M in Q3 2024.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.