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ITOT icon

Sunbelt Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sunbelt Securities’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 		$6.02M Buy
42,279
+2,916
+7% +$434K 0.38% 46
2025
Q4 		$5.85M Sell
39,363
-1,114
-3% -$164K 0.39% 45
2025
Q3 		$5.9M Buy
40,477
+4,174
+11% +$585K 0.41% 42
2025
Q2 		$4.67M Buy
36,303
+10,775
+42% +$1.34M 0.41% 51
2025
Q1 		$3.11M Sell
25,528
-10,775
-30% -$1.39M 0.28% 70
2024
Q4 		$4.68M Sell
36,303
-1,192
-3% -$154K 0.41% 51
2024
Q3 		$4.71M Buy
37,495
+5,239
+16% +$634K 0.46% 52
2024
Q2 		$3.83M Buy
32,256
+985
+3% +$113K 0.39% 58
2024
Q1 		$3.61M Sell
31,271
-2,187
-7% -$240K 0.4% 57
2023
Q4 		$3.52M Buy
33,458
+256
+0.8% +$25.1K 0.44% 50
2023
Q3 		$3.13M Buy
33,202
+1,467
+5% +$144K 0.43% 51
2023
Q2 		$3.1M Buy
31,735
+1,187
+4% +$110K 0.45% 48
2023
Q1 		$2.72M Buy
30,548
+131
+0.4% +$11.6K 0.44% 49
2022
Q4 		$2.58M Buy
30,417
+898
+3% +$76.6K 0.5% 44
2022
Q3 		$2.35M Buy
29,519
+33
+0.1% +$2.92K 0.5% 44
2022
Q2 		$2.47M Sell
29,486
-10,455
-26% -$953K 0.52% 40
2022
Q1 		$4.09M Sell
39,941
-196
-0.5% -$19.5K 0.75% 25
2021
Q4 		$4.05M Sell
40,137
-4,358
-10% -$456K 0.66% 35
2021
Q3 		$4.39M Hold
44,495
– – 0.79% 27
2021
Q2 		$4.39M Buy
44,495
+5,560
+14% +$535K 0.79% 27
2021
Q1 		$3.57M Sell
38,935
-44,757
-53% -$4.01M 0.7% 35
2020
Q4 		$7.22M Buy
83,692
+4,905
+6% +$397K 1.49% 10
2020
Q3 		$5.95M Sell
78,787
-21,832
-22% -$1.63M 1.65% 9
2020
Q2 		$6.99M Sell
100,619
-84,325
-46% -$5.51M 2.4% 4
2020
Q1 		$10.6M Buy
184,944
+128,880
+230% +$8.84M 0.45% 42
2019
Q4 		$4.08M Buy
56,064
+3,050
+6% +$212K 0.43% 48
2019
Q3 		$3.56M Buy
53,014
+1,720
+3% +$115K 0.4% 55
2019
Q2 		$3.42M Buy
51,294
+1,401
+3% +$91.8K 1.49% 11
2019
Q1 		$3.21M Buy
49,893
+26,669
+115% +$1.65M 1.61% 10
2018
Q4 		$1.32M Buy
23,224
+8,983
+63% +$552K 0.77% 38
2018
Q3 		$949K Buy
14,241
+1,978
+16% +$130K 0.51% 58
2018
Q2 		$767K Buy
12,263
+2,114
+21% +$131K 0.46% 61
2018
Q1 		$614K Buy
+10,149
New +$634K 0.56% 49

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

Sunbelt Securities's ITOT Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.4% in Q1 2026, buying an estimated $434K and bringing the position to 42,279 shares worth $6.02M. The position accounts for 0.38% of the portfolio, ranked #46.

Sunbelt Securities first reported a position in ITOT in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.6M in Q1 2020. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Sunbelt Securities held 42,279 shares of iShares Core S&P Total US Stock Market ETF worth $6.02M as of Q1 2026.
  • Sunbelt Securities bought 2,916 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $434K.
  • iShares Core S&P Total US Stock Market ETF made up 0.38% of Sunbelt Securities's portfolio in Q1 2026, its #46 holding.
  • Sunbelt Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Sunbelt Securities's iShares Core S&P Total US Stock Market ETF position peaked at $10.6M in Q1 2020.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.