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

Stevens 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	$17.6M	Buy	123,412 +9,423	+8%	+$1.4M	4.23%	3
2025 Q4	$16.9M	Buy	113,989 +2,260	+2%	+$334K	4.44%	3
2025 Q3	$16.3M	Buy	111,729 +2,676	+2%	+$375K	4.86%	3
2025 Q2	$15.1M	Sell	109,053 -884	-0.8%	-$110K	5.4%	3
2025 Q1	$13.4M	Sell	109,937 -14,278	-11%	-$1.84M	6.3%	3
2024 Q4	$16M	Buy	124,215 +561	+0.5%	+$72.6K	7.23%	3
2024 Q3	$15.5M	Sell	123,654 -203	-0.2%	-$24.6K	7.42%	3
2024 Q2	$14.7M	Sell	123,857 -2,063	-2%	-$237K	7.59%	3
2024 Q1	$14.5M	Buy	125,920 +4,714	+4%	+$517K	8.65%	3
2023 Q4	$12.8M	Buy	121,206 +29,928	+33%	+$2.93M	8.87%	3
2023 Q3	$8.6M	Sell	91,278 -329	-0.4%	-$32.3K	6.9%	5
2023 Q2	$8.96M	Buy	91,607 +3	+0%	+$277	6.93%	5
2023 Q1	$8.29M	Sell	91,604 -880	-1%	-$78.1K	6.95%	5
2022 Q4	$7.84M	Buy	+92,484	New	+$7.89M	6.94%	5

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Stevens Capital Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q1 2026, buying an estimated $1.4M and bringing the position to 123,412 shares worth $17.6M. The position accounts for 4.23% of the portfolio, ranked #3.

Stevens Capital Partners first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Stevens Capital Partners held 123,412 shares of iShares Core S&P Total US Stock Market ETF worth $17.6M as of Q1 2026.
Stevens Capital Partners bought 9,423 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.4M.
iShares Core S&P Total US Stock Market ETF made up 4.23% of Stevens Capital Partners's portfolio in Q1 2026, its #3 holding.
Stevens Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.