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

Strategic Wealth 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	$66.4K	Sell	466 -136	-23%	-$20.2K	﹤0.01%	464
2025 Q4	$89.5K	Sell	602 -37	-6%	-$5.46K	0.01%	420
2025 Q3	$93.1K	Buy	639 +166	+35%	+$23.3K	0.01%	446
2025 Q2	$63.9K	Buy	+473	New	+$59K	0.01%	454
2019 Q4	–	Sell	-293	Closed	-$19	–	310
2019 Q3	$19	Buy	+293	New	+$19.6K	﹤0.01%	409

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

Strategic Wealth Partners's ITOT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q1 2026, selling an estimated $20.2K and leaving 466 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Strategic Wealth Partners first reported a position in ITOT in Q3 2019 and has held it in 5 quarters since. The position peaked at $93.1K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Strategic Wealth Partners held 466 shares of iShares Core S&P Total US Stock Market ETF worth $66.4K as of Q1 2026.
Strategic Wealth Partners sold 136 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $20.2K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #464 holding.
Strategic Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 5 quarters since.
Strategic Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $93.1K in Q3 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.