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

Stratos Wealth Advisors’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	$2.3M	Buy	16,174 +126	+0.8%	+$18.7K	0.14%	146
2025 Q4	$2.39M	Buy	16,048 +512	+3%	+$75.6K	0.12%	192
2025 Q3	$2.26M	Buy	15,536 +1,848	+14%	+$259K	0.11%	194
2025 Q2	$1.85M	Buy	13,688 +7,390	+117%	+$922K	0.1%	220
2025 Q1	$768K	Sell	6,298 -13	-0.2%	-$1.68K	0.04%	350
2024 Q4	$812K	Sell	6,311 -1,080	-15%	-$140K	0.04%	368
2024 Q3	$929K	Buy	7,391 +1,036	+16%	+$125K	0.04%	368
2024 Q2	$755K	Buy	6,355 +364	+6%	+$41.8K	0.04%	385
2024 Q1	$691K	Buy	5,991 +769	+15%	+$84.3K	0.04%	397
2023 Q4	$550K	Buy	5,222 +828	+19%	+$81.1K	0.03%	446
2023 Q3	$414K	Buy	4,394 +393	+10%	+$38.6K	0.03%	460
2023 Q2	$391K	Buy	4,001 +538	+16%	+$49.7K	0.03%	465
2023 Q1	$314K	Buy	3,463 +136	+4%	+$12.1K	0.02%	485
2022 Q4	$282K	Sell	3,327 -1,079	-24%	-$92.1K	0.02%	485
2022 Q3	$350K	Sell	4,406 -586	-12%	-$51.8K	0.04%	404
2022 Q2	$418K	Sell	4,992 -4,249	-46%	-$387K	0.04%	389
2022 Q1	$933K	Sell	9,241 -73,831	-89%	-$7.36M	0.08%	286
2021 Q4	$8.89M	Sell	83,072 -2,860	-3%	-$299K	0.64%	27
2021 Q3	$8.45M	Sell	85,932 -16,419	-16%	-$1.66M	0.72%	20
2021 Q2	$10.1M	Buy	102,351 +3,898	+4%	+$375K	0.89%	16
2021 Q1	$9.02M	Sell	98,453 -18,984	-16%	-$1.7M	0.96%	10
2020 Q4	$10.1M	Buy	117,437 +110,001	+1,479%	+$8.91M	1.4%	9
2020 Q3	$561K	Sell	7,436 -482	-6%	-$36K	0.14%	167
2020 Q2	$550K	Sell	7,918 -10,032	-56%	-$656K	0.17%	131
2020 Q1	$1.03M	Buy	17,950 +5,132	+40%	+$352K	0.73%	32
2019 Q4	$932K	Buy	12,818 +4,444	+53%	+$309K	0.53%	44
2019 Q3	$562K	Sell	8,374 -2,891	-26%	-$194K	0.22%	104
2019 Q2	$751K	Buy	11,265 +30	+0.3%	+$1.97K	0.3%	81
2019 Q1	$724K	Buy	+11,235	New	+$697K	0.39%	70

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

Stratos Wealth Advisors's ITOT Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.79% in Q1 2026, buying an estimated $18.7K and bringing the position to 16,174 shares worth $2.3M. The position accounts for 0.14% of the portfolio, ranked #146.

Stratos Wealth Advisors first reported a position in ITOT in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.1M in Q4 2020. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Stratos Wealth Advisors held 16,174 shares of iShares Core S&P Total US Stock Market ETF worth $2.3M as of Q1 2026.
Stratos Wealth Advisors bought 126 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $18.7K.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Stratos Wealth Advisors's portfolio in Q1 2026, its #146 holding.
Stratos Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
Stratos Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $10.1M in Q4 2020.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.